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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 | $244,185 | $67,602+261.2% | $82,312+196.7% | $70,126+248.2% |
| Participation rate | 97.8% | 72.8%+25.1pp | 76.9%+20.9pp | 69.5%+28.3pp |
| Annual return | 55.48% | 21.57%+33.9pp | 25.88%+29.6pp | 73.15%-17.7pp |
| Employer contribution / active EE | $6,459 | $1,755+268.1% | $2,428+166.0% | $2,343+175.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,387 | $4,512-47.1% | $5,608-57.4% | $4,645-48.6% |