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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 | $89,259+83.3% | $107,187+52.7% | $82,637+98.0% |
| Participation rate | 97.9% | 67.9%+30.0pp | 75.0%+22.9pp | 68.1%+29.9pp |
| Annual return | 18.14% | 21.02%-2.9pp | 204.55%-186.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $19,021 | $3,080+517.6% | $3,782+402.9% | $2,552+645.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $691 | $7,381-90.6% | $9,162-92.5% | $7,339-90.6% |