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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 | $137,490 | $100,811+36.4% | $86,698+58.6% | $134,545+2.2% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | 14.09% | 29.11%-15.0pp | 35.96%-21.9pp | 418.37%-404.3pp |
| Employer contribution / active EE | $5,466 | $3,490+56.6% | $2,837+92.7% | $4,742+15.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $704 | $10,926-93.6% | $7,492-90.6% | $11,431-93.8% |