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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 | $221,189 | $117,846+87.7% | $102,434+115.9% | $145,884+51.6% |
| Participation rate | 95.0% | 78.6%+16.4pp | 76.5%+18.5pp | 80.3%+14.7pp |
| Annual return | 11.99% | 31.90%-19.9pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $2,500 | $3,615-30.8% | $3,023-17.3% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,335 | $13,356-90.0% | $9,462-85.9% | $13,392-90.0% |