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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 | $179,212 | $77,817+130.3% | $123,553+45.0% | $64,173+179.3% |
| Participation rate | 96.9% | 74.7%+22.2pp | 82.3%+14.6pp | 69.6%+27.3pp |
| Annual return | 8.92% | 12.49%-3.6pp | 119.21%-110.3pp | 7.63%+1.3pp |
| Employer contribution / active EE | $23,438 | $3,014+677.6% | $4,628+406.4% | $2,381+884.4% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $24,785 | $5,519+349.1% | $9,284+167.0% | $4,887+407.1% |