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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 | $244,554 | $59,584+310.4% | $86,625+182.3% | $79,389+208.0% |
| Participation rate | 99.0% | 67.7%+31.3pp | 71.6%+27.4pp | 70.7%+28.3pp |
| Annual return | 37.87% | 23.15%+14.7pp | 63.52%-25.6pp | 116.89%-79.0pp |
| Employer contribution / active EE | $4,597 | $1,768+160.0% | $2,496+84.2% | $2,428+89.3% |
| Participant deferral / active EE | $0 | $3,036-100.0% | $3,700-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3,031 | $604+401.7% | $5,830-48.0% | $626+383.9% |