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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 | $77,168 | $115,780-33.3% | $101,255-23.8% | $158,931-51.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+8.9pp |
| Annual return | 9.76% | 56.14%-46.4pp | 46.48%-36.7pp | 302.86%-293.1pp |
| Employer contribution / active EE | $15,387 | $4,175+268.6% | $3,660+320.4% | $4,761+223.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $12,899 | $7,246+78.0% | $5,946+116.9% | $11,247+14.7% |