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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 | $241,260 | $57,352+320.7% | $83,830+187.8% | $64,173+276.0% |
| Participation rate | 98.1% | 68.6%+29.5pp | 76.1%+21.9pp | 69.6%+28.5pp |
| Annual return | 24.51% | 11.38%+13.1pp | 850.97%-826.5pp | 7.63%+16.9pp |
| Employer contribution / active EE | $13,530 | $2,546+431.5% | $3,631+272.6% | $2,381+468.3% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,045 | $4,046+98.8% | $5,479+46.8% | $4,887+64.6% |