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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 | $210,106 | $58,311+260.3% | $81,882+156.6% | $80,959+159.5% |
| Participation rate | 98.0% | 63.5%+34.5pp | 72.4%+25.6pp | 67.7%+30.3pp |
| Annual return | 24.64% | 41.85%-17.2pp | 779.47%-754.8pp | 35.67%-11.0pp |
| Employer contribution / active EE | $2,106 | $2,347-10.3% | $2,916-27.8% | $2,757-23.6% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,491 | $4,752-68.6% | $7,360-79.7% | $6,925-78.5% |