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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 | $114,119+60.1% | $107,187+70.4% | $138,895+31.5% |
| Participation rate | 73.3% | 78.1%-4.7pp | 75.0%-1.7pp | 79.9%-6.6pp |
| Annual return | 12.48% | 273.21%-260.7pp | 204.55%-192.1pp | 145.39%-132.9pp |
| Employer contribution / active EE | $19,415 | $4,059+378.3% | $3,782+413.3% | $4,194+362.9% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $4,820 | $10,024-51.9% | $9,162-47.4% | $12,562-61.6% |