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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 | $143,590 | $79,223+81.2% | $102,460+40.1% | $74,478+92.8% |
| Participation rate | 97.2% | 74.8%+22.5pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 22.01% | 54.98%-33.0pp | 29.47%-7.5pp | 1370.56%-1348.6pp |
| Employer contribution / active EE | $13,653 | $2,363+477.8% | $3,025+351.3% | $2,626+419.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6,036 | $2,003+201.4% | $9,460-36.2% | $1,946+210.2% |