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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 | $96,731+148.9% | $123,973+94.2% | $86,983+176.8% |
| Participation rate | 96.6% | 70.0%+26.5pp | 76.7%+19.9pp | 69.5%+27.0pp |
| Annual return | 14.03% | 17.33%-3.3pp | 388.13%-374.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $13,793 | $3,297+318.4% | $4,126+234.3% | $2,584+433.7% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,697 | $8,722-46.1% | $11,799-60.2% | $7,856-40.2% |