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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 | $110,337+77.9% | $102,383+91.7% | $145,877+34.6% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 9.14% | 24.83%-15.7pp | 24.94%-15.8pp | 551.28%-542.1pp |
| Employer contribution / active EE | $8,339 | $4,216+97.8% | $3,870+115.5% | $4,663+78.8% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $5,950 | $9,750-39.0% | $8,391-29.1% | $13,402-55.6% |