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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 | $197,254 | $94,031+109.8% | $115,768+70.4% | $82,448+139.2% |
| Participation rate | 98.0% | 70.4%+27.5pp | 74.4%+23.6pp | 68.1%+29.9pp |
| Annual return | 17.31% | 20.61%-3.3pp | 100.46%-83.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $11,181 | $2,323+381.2% | $2,940+280.3% | $2,551+338.3% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $8,208 | $10,249-19.9% | $12,439-34.0% | $7,234+13.5% |