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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 | $243,678 | $72,071+238.1% | $68,368+256.4% | $137,256+77.5% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 14.09% | 353.14%-339.1pp | 292.57%-278.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,761 | $4,410+189.4% | $4,123+209.5% | $6,407+99.2% |
| Admin fee / account holder | $23,080 | $5,336+332.6% | $5,150+348.2% | $12,270+88.1% |