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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 | $174,875 | $87,733+99.3% | $106,555+64.1% | $85,847+103.7% |
| Participation rate | 96.4% | 71.9%+24.5pp | 76.1%+20.3pp | 69.3%+27.1pp |
| Annual return | 15.12% | 21.86%-6.7pp | 26.80%-11.7pp | 318.61%-303.5pp |
| Employer contribution / active EE | $571 | $2,073-72.4% | $2,819-79.7% | $2,565-77.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,399-100.0% | $3,952-100.0% |
| Admin fee / account holder | $15,292 | $6,767+126.0% | $7,408+106.4% | $6,261+144.3% |