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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 | $195,340 | $69,977+179.1% | $108,582+79.9% | $62,881+210.6% |
| Participation rate | 93.7% | 72.9%+20.8pp | 79.6%+14.1pp | 69.3%+24.3pp |
| Annual return | 11.23% | 10.73%+0.5pp | -51.70%+62.9pp | 20.14%-8.9pp |
| Employer contribution / active EE | $4,810 | $2,135+125.3% | $3,758+28.0% | $2,281+110.9% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,914 | $5,076-42.6% | $7,645-61.9% | $4,296-32.2% |