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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 | $197,739 | $71,878+175.1% | $86,698+128.1% | $68,486+188.7% |
| Participation rate | 98.5% | 72.2%+26.2pp | 76.6%+21.9pp | 67.9%+30.6pp |
| Annual return | 3.44% | 3.53%-0.1pp | 35.95%-32.5pp | -7.85%+11.3pp |
| Employer contribution / active EE | $15,060 | $2,173+593.0% | $2,837+430.9% | $2,597+480.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13,320 | $6,113+117.9% | $7,493+77.8% | $5,404+146.5% |