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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 | $51,604+204.3% | $129,295+21.5% | $80,874+94.2% |
| Participation rate | 95.1% | 57.0%+38.1pp | 69.6%+25.5pp | 67.6%+27.5pp |
| Annual return | 17.11% | 20.76%-3.7pp | 9429.28%-9412.2pp | 35.62%-18.5pp |
| Employer contribution / active EE | $5,192 | $1,585+227.7% | $4,157+24.9% | $2,756+88.4% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,169-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,956 | $4,310-31.4% | $7,665-61.4% | $6,935-57.4% |