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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 | $159,712 | $91,037+75.4% | $71,671+122.8% | $147,585+8.2% |
| Participation rate | 95.2% | 76.1%+19.1pp | 68.7%+26.5pp | 82.8%+12.4pp |
| Annual return | 17.70% | 20.48%-2.8pp | 20.65%-2.9pp | 578.58%-560.9pp |
| Employer contribution / active EE | $10,383 | $3,327+212.1% | $2,460+322.1% | $4,876+112.9% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $3,438-100.0% | $5,439-100.0% |
| Admin fee / account holder | $33,129 | $8,613+284.7% | $5,558+496.0% | $10,886+204.3% |