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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 | $124,056 | $89,259+39.0% | $107,187+15.7% | $82,637+50.1% |
| Participation rate | 83.0% | 67.9%+15.1pp | 75.0%+8.0pp | 68.1%+15.0pp |
| Annual return | 0.00% | 21.02%-21.0pp | 204.55%-204.5pp | 53.51%-53.5pp |
| Employer contribution / active EE | $17,461 | $3,080+466.9% | $3,782+361.7% | $2,552+584.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,383 | $7,381+40.7% | $9,162+13.3% | $7,339+41.5% |