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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 | $192,173 | $84,236+128.1% | $170,435+12.8% | $70,126+174.0% |
| Participation rate | 96.9% | 70.8%+26.0pp | 83.6%+13.3pp | 69.5%+27.3pp |
| Annual return | 13.93% | 23.06%-9.1pp | 205.94%-192.0pp | 73.15%-59.2pp |
| Employer contribution / active EE | $9,167 | $3,387+170.7% | $5,432+68.8% | $2,343+291.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,490 | $5,698-56.3% | $13,881-82.1% | $4,645-46.4% |