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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 | $70,366+246.3% | $66,674+265.5% | $138,895+75.4% |
| Participation rate | 95.2% | 76.2%+19.1pp | 73.7%+21.6pp | 79.9%+15.3pp |
| Annual return | 14.09% | 386.41%-372.3pp | 321.24%-307.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,761 | $4,374+191.7% | $4,084+212.4% | $6,396+99.5% |
| Admin fee / account holder | $23,080 | $5,262+338.6% | $5,098+352.7% | $12,562+83.7% |