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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 | $240,772 | $93,345+157.9% | $119,126+102.1% | $87,485+175.2% |
| Participation rate | 96.6% | 68.7%+27.8pp | 75.8%+20.8pp | 68.9%+27.6pp |
| Annual return | 14.03% | 19.08%-5.0pp | 282.11%-268.1pp | 26.06%-12.0pp |
| Employer contribution / active EE | $13,793 | $3,172+334.9% | $4,034+242.0% | $2,596+431.3% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,697 | $8,039-41.6% | $10,693-56.1% | $7,775-39.6% |