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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 | $204,363 | $103,392+97.7% | $87,104+134.6% | $152,897+33.7% |
| Participation rate | 95.5% | 79.4%+16.1pp | 76.9%+18.6pp | 82.5%+13.0pp |
| Annual return | 14.53% | 28.10%-13.6pp | 28.19%-13.7pp | 345.43%-330.9pp |
| Employer contribution / active EE | $6,818 | $3,221+111.7% | $2,521+170.4% | $4,764+43.1% |
| Participant deferral / active EE | $5,018 | $4,778+5.0% | $4,048+23.9% | $5,851-14.2% |
| Admin fee / account holder | $1,455 | $12,194-88.1% | $7,491-80.6% | $11,599-87.5% |