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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 | $171,154 | $131,835+29.8% | $108,582+57.6% | $273,972-37.5% |
| Participation rate | 92.3% | 83.5%+8.9pp | 79.6%+12.7pp | 83.0%+9.3pp |
| Annual return | 15.53% | -91.57%+107.1pp | -51.70%+67.2pp | 41.46%-25.9pp |
| Employer contribution / active EE | $13,589 | $4,913+176.6% | $3,758+261.6% | $4,869+179.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,125 | $10,253-79.3% | $7,645-72.2% | $10,133-79.0% |