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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 | $140,833 | $78,694+79.0% | $67,652+108.2% | $125,389+12.3% |
| Participation rate | 92.3% | 78.8%+13.5pp | 75.7%+16.6pp | 83.2%+9.1pp |
| Annual return | 27.00% | 9.46%+17.5pp | 6625.40%-6598.4pp | 282.24%-255.2pp |
| Employer contribution / active EE | $15,700 | $3,044+415.8% | $2,266+593.0% | $4,866+222.6% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,175 | $7,403-16.6% | $4,821+28.1% | $9,541-35.3% |