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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 | $173,460 | $52,306+231.6% | $69,779+148.6% | $62,881+175.9% |
| Participation rate | 98.4% | 67.2%+31.2pp | 71.8%+26.6pp | 69.3%+29.1pp |
| Annual return | 17.18% | 13.35%+3.8pp | 12.99%+4.2pp | 20.14%-3.0pp |
| Employer contribution / active EE | $7,880 | $1,799+338.0% | $2,338+237.0% | $2,281+245.5% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $13,551 | $3,691+267.1% | $4,381+209.3% | $4,296+215.5% |