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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% | $103,378+89.9% | $145,978+34.5% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 9.14% | 24.80%-15.7pp | 24.91%-15.8pp | 550.52%-541.4pp |
| Employer contribution / active EE | $8,339 | $4,215+97.8% | $3,870+115.4% | $4,662+78.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,950 | $9,764-39.1% | $8,401-29.2% | $13,400-55.6% |