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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 | $151,868 | $94,529+60.7% | $140,019+8.5% | $64,173+136.7% |
| Participation rate | 96.2% | 84.1%+12.1pp | 87.5%+8.7pp | 69.6%+26.6pp |
| Annual return | -5.32% | 7.77%-13.1pp | 651.17%-656.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $19,280 | $3,812+405.7% | $5,605+244.0% | $2,381+709.8% |
| Participant deferral / active EE | $16,859 | $5,250+221.1% | $6,927+143.4% | $3,470+385.9% |
| Admin fee / account holder | $5,233 | $6,741-22.4% | $10,705-51.1% | $4,887+7.1% |