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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 | $98,652+104.9% | $142,942+41.4% | $82,448+145.2% |
| Participation rate | 94.6% | 72.8%+21.8pp | 76.8%+17.8pp | 68.1%+26.5pp |
| Annual return | 19.08% | 22.65%-3.6pp | 113.70%-94.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $12,645 | $3,211+293.8% | $4,139+205.5% | $2,551+395.7% |
| Participant deferral / active EE | $0 | $5,580-100.0% | $7,128-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,739 | $8,078-4.2% | $12,475-38.0% | $7,234+7.0% |