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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 | $71,057+155.7% | $93,654+94.0% | $80,874+124.7% |
| Participation rate | 98.1% | 60.4%+37.7pp | 68.7%+29.4pp | 67.6%+30.5pp |
| Annual return | 16.56% | 11.26%+5.3pp | 133.34%-116.8pp | 35.62%-19.1pp |
| Employer contribution / active EE | $3,305 | $1,564+111.3% | $2,421+36.5% | $2,756+19.9% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,712 | $6,944-46.5% | $8,282-55.2% | $6,935-46.5% |