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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 | $157,041 | $51,642+204.1% | $129,384+21.4% | $80,935+94.0% |
| Participation rate | 95.1% | 56.9%+38.2pp | 69.6%+25.5pp | 67.7%+27.5pp |
| Annual return | 17.11% | 20.78%-3.7pp | 9461.77%-9444.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $5,192 | $1,583+228.0% | $4,153+25.0% | $2,757+88.3% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,166-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,956 | $4,312-31.4% | $7,686-61.5% | $6,924-57.3% |