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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 | $197,254 | $97,648+102.0% | $121,663+62.1% | $87,485+125.5% |
| Participation rate | 98.0% | 70.5%+27.5pp | 74.5%+23.5pp | 68.9%+29.0pp |
| Annual return | 17.31% | 18.03%-0.7pp | 147.54%-130.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $11,181 | $2,300+386.1% | $3,020+270.2% | $2,596+330.7% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,208 | $11,100-26.1% | $14,289-42.6% | $7,775+5.6% |