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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 | $227,761 | $116,190+96.0% | $93,614+143.3% | $152,885+49.0% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 19.94% | 35.96%-16.0pp | 32.76%-12.8pp | 345.39%-325.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,984 | $4,604+160.3% | $4,069+194.5% | $5,851+104.8% |
| Admin fee / account holder | $466 | $10,749-95.7% | $7,889-94.1% | $11,598-96.0% |