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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 | $186,841 | $87,733+113.0% | $106,551+75.4% | $85,856+117.6% |
| Participation rate | 98.1% | 71.9%+26.1pp | 76.1%+21.9pp | 69.3%+28.8pp |
| Annual return | 19.38% | 21.86%-2.5pp | 26.80%-7.4pp | 318.58%-299.2pp |
| Employer contribution / active EE | $10,287 | $2,073+396.3% | $2,819+264.9% | $2,565+301.0% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,009 | $6,767+47.9% | $7,408+35.1% | $6,261+59.9% |