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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 | $131,933 | $78,682+67.7% | $109,188+20.8% | $85,851+53.7% |
| Participation rate | 92.9% | 68.3%+24.6pp | 75.9%+17.0pp | 69.3%+23.5pp |
| Annual return | 21.54% | 25.09%-3.5pp | 25.76%-4.2pp | 318.63%-297.1pp |
| Employer contribution / active EE | $5,349 | $2,734+95.7% | $3,723+43.7% | $2,565+108.5% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,239 | $5,470+14.1% | $6,755-7.6% | $6,261-0.4% |