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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 | $55,889+224.2% | $76,119+138.1% | $80,935+123.9% |
| Participation rate | 97.6% | 62.1%+35.5pp | 69.1%+28.5pp | 67.7%+29.9pp |
| Annual return | 11.10% | 20.58%-9.5pp | 361.25%-350.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $20,017 | $1,866+972.7% | $2,693+643.4% | $2,757+626.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $7,698 | $5,241+46.9% | $6,421+19.9% | $6,924+11.2% |