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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 | $238,679 | $88,702+169.1% | $81,780+191.9% | $145,978+63.5% |
| Participation rate | 82.4% | 75.0%+7.3pp | 72.4%+10.0pp | 80.3%+2.1pp |
| Annual return | 11.35% | 1029.12%-1017.8pp | 776.27%-764.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $24,015 | $3,084+678.6% | $2,914+724.2% | $4,662+415.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $7,572 | $8,414-10.0% | $7,384+2.5% | $13,400-43.5% |