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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 | $231,870 | $115,814+100.2% | $101,275+129.0% | $158,982+45.8% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 13.77% | 56.16%-42.4pp | 46.48%-32.7pp | 302.99%-289.2pp |
| Employer contribution / active EE | $15,094 | $4,176+261.5% | $3,660+312.4% | $4,763+216.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $29,552 | $7,249+307.7% | $5,948+396.8% | $11,252+162.6% |