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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 | $209,036 | $149,679+39.7% | $117,039+78.6% | $147,586+41.6% |
| Participation rate | 92.3% | 83.5%+8.8pp | 77.2%+15.1pp | 82.8%+9.5pp |
| Annual return | 9.27% | 19.31%-10.0pp | 18.95%-9.7pp | 578.59%-569.3pp |
| Employer contribution / active EE | $10,231 | $4,937+107.2% | $3,785+170.3% | $4,876+109.8% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,253 | $7,856-33.1% | $5,974-12.1% | $10,886-51.7% |