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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 | $103,487 | $115,796-10.6% | $101,264+2.2% | $158,950-34.9% |
| Participation rate | 94.7% | 79.4%+15.4pp | 75.8%+18.9pp | 82.0%+12.8pp |
| Annual return | 18.67% | 56.15%-37.5pp | 46.48%-27.8pp | 302.91%-284.2pp |
| Employer contribution / active EE | $17,053 | $4,175+308.4% | $3,660+365.9% | $4,762+258.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,028 | $7,247-30.6% | $5,947-15.5% | $11,248-55.3% |