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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 | $184,937 | $94,529+95.6% | $140,019+32.1% | $64,173+188.2% |
| Participation rate | 97.4% | 84.1%+13.4pp | 87.5%+9.9pp | 69.6%+27.9pp |
| Annual return | 4.27% | 7.77%-3.5pp | 651.17%-646.9pp | 7.63%-3.4pp |
| Employer contribution / active EE | $4,615 | $3,812+21.1% | $5,605-17.7% | $2,381+93.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,382 | $6,741-49.8% | $10,705-68.4% | $4,887-30.8% |