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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 | $146,059 | $86,288+69.3% | $111,306+31.2% | $85,851+70.1% |
| Participation rate | 98.3% | 73.3%+25.0pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | 12.41% | 19.99%-7.6pp | 54.67%-42.3pp | 318.63%-306.2pp |
| Employer contribution / active EE | $11,381 | $2,044+456.9% | $2,732+316.6% | $2,565+343.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,809 | $8,189-53.5% | $7,966-52.2% | $6,261-39.2% |