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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 | $55,930+224.0% | $76,089+138.2% | $80,925+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 | 360.94%-349.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $20,017 | $1,866+972.6% | $2,690+644.1% | $2,756+626.2% |
| 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% | $6,418+19.9% | $6,940+10.9% |