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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 | $143,541 | $83,908+71.1% | $68,509+109.5% | $125,389+14.5% |
| Participation rate | 93.8% | 78.2%+15.6pp | 74.7%+19.0pp | 83.2%+10.6pp |
| Annual return | 20.94% | 14.48%+6.5pp | 8.27%+12.7pp | 282.24%-261.3pp |
| Employer contribution / active EE | $10,237 | $3,031+237.7% | $2,278+349.4% | $4,866+110.4% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $30,960 | $8,982+244.7% | $5,275+487.0% | $9,541+224.5% |