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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 | $224,036 | $52,306+328.3% | $69,779+221.1% | $62,881+256.3% |
| Participation rate | 97.8% | 67.2%+30.5pp | 71.8%+26.0pp | 69.3%+28.5pp |
| Annual return | 33.13% | 13.35%+19.8pp | 12.99%+20.1pp | 20.14%+13.0pp |
| Employer contribution / active EE | $10,207 | $1,799+467.3% | $2,338+336.5% | $2,281+347.5% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,674 | $3,691+80.8% | $4,381+52.4% | $4,296+55.4% |