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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 | $215,296 | $127,096+69.4% | $105,736+103.6% | $135,380+59.0% |
| Participation rate | 92.9% | 82.7%+10.2pp | 76.3%+16.5pp | 82.6%+10.2pp |
| Annual return | 8.35% | 4.49%+3.9pp | 6.27%+2.1pp | 519.81%-511.5pp |
| Employer contribution / active EE | $10,293 | $4,107+150.6% | $3,268+214.9% | $4,779+115.4% |
| Participant deferral / active EE | $0 | $5,064-100.0% | $4,080-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,009 | $9,087-22.9% | $6,913+1.4% | $10,828-35.3% |