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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 | $210,859 | $86,298+144.3% | $111,308+89.4% | $85,847+145.6% |
| Participation rate | 97.1% | 73.3%+23.8pp | 77.3%+19.8pp | 69.3%+27.8pp |
| Annual return | 18.29% | 19.99%-1.7pp | 54.67%-36.4pp | 318.61%-300.3pp |
| Employer contribution / active EE | $16,167 | $2,044+691.1% | $2,732+491.8% | $2,565+530.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,994 | $8,189-2.4% | $7,965+0.4% | $6,261+27.7% |