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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 | $208,022 | $78,682+164.4% | $109,188+90.5% | $85,851+142.3% |
| Participation rate | 94.5% | 68.3%+26.3pp | 75.9%+18.7pp | 69.3%+25.2pp |
| Annual return | 11.99% | 25.09%-13.1pp | 25.76%-13.8pp | 318.63%-306.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,091 | $3,468+133.3% | $4,654+73.9% | $3,952+104.7% |
| Admin fee / account holder | $25,785 | $5,470+371.4% | $6,755+281.7% | $6,261+311.8% |