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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 | $163,640 | $88,672+84.5% | $105,223+55.5% | $82,448+98.5% |
| Participation rate | 97.9% | 67.9%+30.0pp | 75.0%+22.9pp | 68.1%+29.9pp |
| Annual return | 18.14% | 30.86%-12.7pp | 180.65%-162.5pp | 41.64%-23.5pp |
| Employer contribution / active EE | $19,021 | $3,048+524.1% | $3,689+415.7% | $2,551+645.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $691 | $7,146-90.3% | $8,859-92.2% | $7,234-90.5% |