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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 | $179,599 | $73,988+142.7% | $96,538+86.0% | $75,177+138.9% |
| Participation rate | 88.7% | 66.4%+22.2pp | 74.3%+14.3pp | 67.2%+21.5pp |
| Annual return | 19.76% | 26.73%-7.0pp | 35.74%-16.0pp | 160.75%-141.0pp |
| Employer contribution / active EE | $11,585 | $2,930+295.4% | $3,740+209.7% | $2,671+333.7% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,906 | $5,220+70.6% | $6,737+32.2% | $5,651+57.6% |