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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 | $143,638 | $78,682+82.6% | $109,188+31.6% | $85,851+67.3% |
| Participation rate | 80.8% | 68.3%+12.5pp | 75.9%+4.9pp | 69.3%+11.4pp |
| Annual return | 12.08% | 25.09%-13.0pp | 25.76%-13.7pp | 318.63%-306.6pp |
| Employer contribution / active EE | $6,882 | $2,734+151.7% | $3,723+84.9% | $2,565+168.3% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,504 | $5,470-35.9% | $6,755-48.1% | $6,261-44.0% |