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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 | $147,917 | $51,207+188.9% | $70,565+109.6% | $75,177+96.8% |
| Participation rate | 91.8% | 61.0%+30.9pp | 68.4%+23.5pp | 67.2%+24.6pp |
| Annual return | 28.45% | 30.05%-1.6pp | 32.79%-4.3pp | 160.75%-132.3pp |
| Employer contribution / active EE | $13,331 | $1,826+629.8% | $2,976+348.0% | $2,671+399.1% |
| Participant deferral / active EE | $0 | $2,850-100.0% | $4,568-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,584 | $4,097+60.7% | $6,430+2.4% | $5,651+16.5% |