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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 | $198,030 | $65,434+202.6% | $98,483+101.1% | $85,847+130.7% |
| Participation rate | 93.0% | 65.0%+28.0pp | 73.3%+19.7pp | 69.3%+23.7pp |
| Annual return | 11.83% | 21.75%-9.9pp | 1494.38%-1482.6pp | 318.61%-306.8pp |
| Employer contribution / active EE | $11,194 | $2,169+416.1% | $2,961+278.1% | $2,565+336.3% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19,902 | $4,595+333.1% | $5,953+234.3% | $6,261+217.9% |