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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,395 | $57,350+333.1% | $83,849+196.2% | $64,186+287.0% |
| Participation rate | 98.0% | 68.6%+29.4pp | 76.1%+21.8pp | 69.6%+28.4pp |
| Annual return | 11.95% | 11.38%+0.6pp | 850.91%-839.0pp | 7.63%+4.3pp |
| Employer contribution / active EE | $21,389 | $2,545+740.3% | $3,631+489.1% | $2,381+798.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,112 | $4,046+1.6% | $5,478-24.9% | $4,888-15.9% |