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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 | $179,119 | $101,795+76.0% | $165,100+8.5% | $80,959+121.2% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.5pp | 67.7%+28.5pp |
| Annual return | 14.46% | 16.73%-2.3pp | 70.21%-55.7pp | 35.67%-21.2pp |
| Employer contribution / active EE | $22,154 | $2,954+650.1% | $4,348+409.5% | $2,757+703.5% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $20,492 | $8,221+149.3% | $12,696+61.4% | $6,925+195.9% |