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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 | $241,296 | $94,529+155.3% | $140,019+72.3% | $64,173+276.0% |
| Participation rate | 93.2% | 84.1%+9.1pp | 87.5%+5.7pp | 69.6%+23.7pp |
| Annual return | 7.05% | 7.77%-0.7pp | 651.17%-644.1pp | 7.63%-0.6pp |
| Employer contribution / active EE | $10,999 | $3,812+188.5% | $5,605+96.2% | $2,381+362.0% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,979 | $6,741-41.0% | $10,705-62.8% | $4,887-18.6% |