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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 | $101,798+76.0% | $165,071+8.5% | $80,935+121.3% |
| Participation rate | 96.2% | 71.8%+24.3pp | 78.6%+17.5pp | 67.7%+28.5pp |
| Annual return | 14.46% | 16.73%-2.3pp | 70.17%-55.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $22,154 | $2,954+649.9% | $4,347+409.6% | $2,757+703.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $20,492 | $8,221+149.2% | $12,695+61.4% | $6,924+195.9% |