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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 | $147,528 | $149,040-1.0% | $120,225+22.7% | $137,256+7.5% |
| Participation rate | 88.9% | 75.4%+13.5pp | 69.6%+19.3pp | 80.0%+8.9pp |
| Annual return | 13.08% | 605.68%-592.6pp | 439.23%-426.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $6,813 | $4,350+56.6% | $3,475+96.0% | $4,156+63.9% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,710 | $6,348-73.1% | $5,696-70.0% | $12,270-86.1% |