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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 | $91,592 | $133,981-31.6% | $112,249-18.4% | $134,532-31.9% |
| Participation rate | 95.0% | 78.6%+16.4pp | 75.1%+19.9pp | 81.2%+13.8pp |
| Annual return | 13.36% | 47.16%-33.8pp | 27.48%-14.1pp | 418.27%-404.9pp |
| Employer contribution / active EE | $16,458 | $4,040+307.4% | $3,636+352.6% | $4,741+247.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,970 | $7,492-73.7% | $6,412-69.3% | $11,429-82.8% |