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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 | $202,143 | $96,268+110.0% | $143,412+41.0% | $86,983+132.4% |
| Participation rate | 94.6% | 74.6%+20.0pp | 78.5%+16.1pp | 69.5%+25.1pp |
| Annual return | 19.08% | 25.47%-6.4pp | 256.99%-237.9pp | 25.83%-6.8pp |
| Employer contribution / active EE | $12,645 | $3,080+310.5% | $3,748+237.4% | $2,584+389.3% |
| Participant deferral / active EE | $0 | $6,001-100.0% | $6,816-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,739 | $7,778-0.5% | $11,396-32.1% | $7,856-1.5% |