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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 | $189,374 | $91,179+107.7% | $178,499+6.1% | $79,852+137.2% |
| Participation rate | 84.6% | 69.2%+15.4pp | 81.9%+2.7pp | 69.6%+15.0pp |
| Annual return | 13.00% | 24.19%-11.2pp | 151.10%-138.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $8,308 | $3,256+155.2% | $5,011+65.8% | $2,471+236.2% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,268 | $6,749-81.2% | $13,986-90.9% | $5,306-76.1% |