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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 | $201,303 | $124,346+61.9% | $111,308+80.9% | $167,536+20.2% |
| Participation rate | 95.2% | 79.6%+15.6pp | 77.3%+17.9pp | 82.1%+13.1pp |
| Annual return | 20.86% | 37.45%-16.6pp | 54.67%-33.8pp | 478.82%-458.0pp |
| Employer contribution / active EE | $2,523 | $3,437-26.6% | $2,732-7.7% | $4,839-47.9% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10,011 | $10,621-5.7% | $7,965+25.7% | $12,315-18.7% |