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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 | $237,583 | $72,273+228.7% | $101,275+134.6% | $79,856+197.5% |
| Participation rate | 97.5% | 68.5%+29.0pp | 75.8%+21.7pp | 69.6%+27.9pp |
| Annual return | 11.05% | 22.30%-11.2pp | 46.48%-35.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $5,764 | $2,691+114.2% | $3,660+57.5% | $2,471+133.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,496 | $4,401-43.3% | $5,948-58.0% | $5,306-53.0% |