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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 | $129,887 | $93,345+39.1% | $119,126+9.0% | $87,485+48.5% |
| Participation rate | 92.1% | 68.7%+23.4pp | 75.8%+16.3pp | 68.9%+23.2pp |
| Annual return | 12.38% | 19.08%-6.7pp | 282.11%-269.7pp | 26.06%-13.7pp |
| Employer contribution / active EE | $9,331 | $3,172+194.2% | $4,034+131.3% | $2,596+259.4% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $26,909 | $8,039+234.7% | $10,693+151.6% | $7,775+246.1% |