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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 | $114,091 | $884,045-87.1% | $453,569-74.8% | $167,518-31.9% |
| Participation rate | 92.3% | 81.6%+10.7pp | 78.0%+14.3pp | 82.1%+10.2pp |
| Annual return | 21.90% | 29.49%-7.6pp | 64.43%-42.5pp | 478.71%-456.8pp |
| Employer contribution / active EE | $0 | $5,538-100.0% | $4,072-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $16,852 | $7,898+113.4% | $6,211+171.3% | $6,342+165.7% |
| Admin fee / account holder | $22,461 | $22,063+1.8% | $11,214+100.3% | $12,312+82.4% |