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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 | $187,913 | $65,034+188.9% | $90,970+106.6% | $79,856+135.3% |
| Participation rate | 95.1% | 61.6%+33.5pp | 69.0%+26.1pp | 69.6%+25.5pp |
| Annual return | 26.22% | 30.45%-4.2pp | 134.60%-108.4pp | 31.71%-5.5pp |
| Employer contribution / active EE | $2,439 | $1,247+95.5% | $2,122+14.9% | $2,471-1.3% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,229 | $4,536+81.4% | $5,961+38.0% | $5,306+55.1% |