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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 | $181,721 | $71,197+155.2% | $93,669+94.0% | $80,925+124.6% |
| Participation rate | 98.1% | 60.4%+37.8pp | 68.7%+29.4pp | 67.7%+30.5pp |
| Annual return | 16.56% | 11.27%+5.3pp | 133.59%-117.0pp | 35.65%-19.1pp |
| Employer contribution / active EE | $3,305 | $1,565+111.2% | $2,424+36.4% | $2,756+19.9% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,712 | $6,959-46.7% | $8,291-55.2% | $6,940-46.5% |