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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 | $112,914 | $70,430+60.3% | $96,572+16.9% | $85,851+31.5% |
| Participation rate | 87.5% | 61.8%+25.7pp | 69.8%+17.7pp | 69.3%+18.2pp |
| Annual return | 16.82% | 18.58%-1.8pp | 37.79%-21.0pp | 318.63%-301.8pp |
| Employer contribution / active EE | $4,536 | $1,413+221.0% | $2,357+92.4% | $2,565+76.8% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,850-100.0% | $3,952-100.0% |
| Admin fee / account holder | $40,999 | $4,996+720.6% | $6,183+563.1% | $6,261+554.8% |