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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 | $189,611 | $93,346+103.1% | $71,796+164.1% | $273,972-30.8% |
| Participation rate | 94.4% | 76.5%+17.9pp | 69.1%+25.3pp | 83.0%+11.4pp |
| Annual return | 12.71% | 130.39%-117.7pp | 78.04%-65.3pp | 41.46%-28.7pp |
| Employer contribution / active EE | $6,944 | $2,733+154.1% | $1,924+260.9% | $4,869+42.6% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $9,583 | $6,571+45.8% | $4,815+99.0% | $10,133-5.4% |