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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 | $182,697 | $129,737+40.8% | $119,126+53.4% | $154,746+18.1% |
| Participation rate | 73.3% | 78.9%-5.5pp | 75.8%-2.4pp | 80.7%-7.4pp |
| Annual return | 12.48% | 379.08%-366.6pp | 282.11%-269.6pp | 172.34%-159.9pp |
| Employer contribution / active EE | $19,415 | $4,375+343.8% | $4,034+381.3% | $4,379+343.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,820 | $11,961-59.7% | $10,693-54.9% | $14,365-66.4% |