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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 | $187,180 | $48,314+287.4% | $67,561+177.1% | $80,925+131.3% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.7%+25.2pp |
| Annual return | 13.12% | 18.28%-5.2pp | 3525.44%-3512.3pp | 35.65%-22.5pp |
| Employer contribution / active EE | $15,180 | $2,022+650.8% | $2,735+455.1% | $2,756+450.7% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,408 | $3,690+209.2% | $4,006+184.8% | $6,940+64.4% |