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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 | $147,729 | $104,251+41.7% | $91,004+62.3% | $147,585+0.1% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 11.69% | 27.06%-15.4pp | 4.60%+7.1pp | 578.58%-566.9pp |
| Employer contribution / active EE | $12,611 | $3,116+304.8% | $2,456+413.5% | $4,876+158.6% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,495 | $8,948-27.4% | $5,417+19.9% | $10,886-40.3% |