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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 | $188,889 | $100,262+88.4% | $81,370+132.1% | $145,897+29.5% |
| Participation rate | 90.9% | 74.3%+16.6pp | 69.5%+21.4pp | 80.3%+10.6pp |
| Annual return | 8.45% | 34.52%-26.1pp | 24.85%-16.4pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,727 | $2,979-8.4% | $2,464+10.7% | $4,663-41.5% |
| Participant deferral / active EE | $0 | $4,612-100.0% | $3,885-100.0% | $6,689-100.0% |
| Admin fee / account holder | $8,966 | $8,163+9.8% | $5,749+56.0% | $13,390-33.0% |