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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 | $215,083 | $86,298+149.2% | $111,308+93.2% | $85,847+150.5% |
| Participation rate | 96.7% | 73.3%+23.3pp | 77.3%+19.3pp | 69.3%+27.3pp |
| Annual return | 11.93% | 19.99%-8.1pp | 54.67%-42.7pp | 318.61%-306.7pp |
| Employer contribution / active EE | $8,236 | $2,044+303.0% | $2,732+201.5% | $2,565+221.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $20,311 | $8,189+148.0% | $7,965+155.0% | $6,261+224.4% |