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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 | $192,795 | $106,749+80.6% | $145,433+32.6% | $82,448+133.8% |
| Participation rate | 93.1% | 75.6%+17.5pp | 82.1%+11.0pp | 68.1%+25.0pp |
| Annual return | 0.00% | 27.59%-27.6pp | 66.58%-66.6pp | 41.64%-41.6pp |
| Employer contribution / active EE | $8,684 | $3,444+152.1% | $4,554+90.7% | $2,551+240.4% |
| Participant deferral / active EE | $5,643 | $6,519-13.4% | $7,897-28.5% | $4,139+36.3% |
| Admin fee / account holder | $3,284 | $8,390-60.9% | $13,129-75.0% | $7,234-54.6% |