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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 | $146,503 | $93,345+56.9% | $119,126+23.0% | $87,485+67.5% |
| Participation rate | 95.8% | 68.7%+27.1pp | 75.8%+20.0pp | 68.9%+26.9pp |
| Annual return | 14.99% | 19.08%-4.1pp | 282.11%-267.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $10,381 | $3,172+227.3% | $4,034+157.4% | $2,596+299.8% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $6,785 | $8,039-15.6% | $10,693-36.5% | $7,775-12.7% |