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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 | $180,804 | $152,619+18.5% | $125,195+44.4% | $152,909+18.2% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 24.07% | 54.85%-30.8pp | 43.79%-19.7pp | 345.46%-321.4pp |
| Employer contribution / active EE | $5,000 | $4,947+1.1% | $3,866+29.3% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,283 | $13,437-83.0% | $9,704-76.5% | $11,601-80.3% |