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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 | $167,209 | $46,596+258.9% | $64,099+160.9% | $75,181+122.4% |
| Participation rate | 90.0% | 65.9%+24.1pp | 72.3%+17.7pp | 67.2%+22.8pp |
| Annual return | 17.47% | 26.04%-8.6pp | 33.70%-16.2pp | 160.69%-143.2pp |
| Employer contribution / active EE | $13,857 | $1,975+601.7% | $2,748+404.2% | $2,671+418.9% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,727 | $2,954-7.7% | $3,070-11.2% | $5,650-51.7% |