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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 | $168,771 | $110,410+52.9% | $102,437+64.8% | $145,897+15.7% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.1pp |
| Annual return | 48.41% | 24.85%+23.6pp | 24.95%+23.5pp | 552.29%-503.9pp |
| Employer contribution / active EE | $3,983 | $4,217-5.6% | $3,871+2.9% | $4,663-14.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,680 | $9,745-72.5% | $8,388-68.0% | $13,390-80.0% |