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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 | $213,933 | $86,938+146.1% | $102,423+108.9% | $80,925+164.4% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.7%+28.2pp |
| Annual return | 19.27% | 18.89%+0.4pp | 29.42%-10.2pp | 35.65%-16.4pp |
| Employer contribution / active EE | $6,437 | $2,369+171.7% | $3,023+112.9% | $2,756+133.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,551 | $8,053-68.3% | $9,455-73.0% | $6,940-63.2% |