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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 | $182,181 | $81,476+123.6% | $102,383+77.9% | $80,925+125.1% |
| Participation rate | 95.6% | 66.8%+28.7pp | 74.5%+21.1pp | 67.7%+27.9pp |
| Annual return | 15.94% | 25.59%-9.7pp | 24.94%-9.0pp | 35.65%-19.7pp |
| Employer contribution / active EE | $15,074 | $3,105+385.5% | $3,870+289.5% | $2,756+446.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,756 | $6,717+0.6% | $8,391-19.5% | $6,940-2.7% |