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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 | $232,625 | $70,418+230.4% | $96,570+140.9% | $85,847+171.0% |
| Participation rate | 94.7% | 61.8%+32.9pp | 69.8%+24.9pp | 69.3%+25.4pp |
| Annual return | 22.95% | 18.59%+4.4pp | 37.79%-14.8pp | 318.61%-295.7pp |
| Employer contribution / active EE | $7,895 | $1,413+458.6% | $2,357+234.9% | $2,565+207.7% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,167 | $4,995+23.5% | $6,182-0.3% | $6,261-1.5% |