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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 | $192,302 | $106,524+80.5% | $152,301+26.3% | $87,485+119.8% |
| Participation rate | 98.0% | 75.8%+22.2pp | 82.4%+15.5pp | 68.9%+29.0pp |
| Annual return | 46.75% | 26.89%+19.9pp | 80.50%-33.8pp | 26.06%+20.7pp |
| Employer contribution / active EE | $10,093 | $3,371+199.4% | $4,624+118.3% | $2,596+288.8% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,628 | $8,287-20.0% | $14,398-54.0% | $7,775-14.7% |