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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 | $237,282 | $67,602+251.0% | $82,312+188.3% | $70,126+238.4% |
| Participation rate | 97.2% | 72.8%+24.5pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 16.17% | 21.57%-5.4pp | 25.88%-9.7pp | 73.15%-57.0pp |
| Employer contribution / active EE | $14,844 | $1,755+745.9% | $2,428+511.3% | $2,343+533.7% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,062 | $4,512-10.0% | $5,608-27.6% | $4,645-12.6% |