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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 | $196,287 | $111,814+75.5% | $103,374+89.9% | $145,959+34.5% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 9.14% | 24.77%-15.6pp | 24.89%-15.7pp | 561.95%-552.8pp |
| Employer contribution / active EE | $8,339 | $4,214+97.9% | $3,869+115.5% | $4,661+78.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,950 | $9,754-39.0% | $8,394-29.1% | $13,398-55.6% |