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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 | $181,215 | $56,060+223.3% | $76,002+138.4% | $80,874+124.1% |
| Participation rate | 97.6% | 62.0%+35.5pp | 69.1%+28.5pp | 67.6%+29.9pp |
| Annual return | 11.10% | 20.54%-9.4pp | 360.07%-349.0pp | 35.62%-24.5pp |
| Employer contribution / active EE | $20,017 | $1,873+968.5% | $2,688+644.6% | $2,756+626.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $7,698 | $5,237+47.0% | $6,414+20.0% | $6,935+11.0% |