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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 | $107,079+88.8% | $151,266+33.6% | $87,485+131.1% |
| Participation rate | 94.6% | 71.1%+23.5pp | 77.0%+17.6pp | 68.9%+25.7pp |
| Annual return | 19.08% | 22.17%-3.1pp | 180.60%-161.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $12,645 | $3,174+298.4% | $4,237+198.5% | $2,596+387.1% |
| Participant deferral / active EE | $0 | $5,789-100.0% | $7,337-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,739 | $8,059-4.0% | $13,159-41.2% | $7,775-0.5% |