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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 | $71,839 | $176,794-59.4% | $146,647-51.0% | $167,553-57.1% |
| Participation rate | 94.7% | 83.6%+11.1pp | 80.1%+14.7pp | 82.1%+12.6pp |
| Annual return | 13.89% | 24.04%-10.1pp | 22.75%-8.9pp | 478.89%-465.0pp |
| Employer contribution / active EE | $6,260 | $5,161+21.3% | $4,137+51.3% | $4,840+29.4% |
| Participant deferral / active EE | $8,650 | $6,440+34.3% | $5,506+57.1% | $6,343+36.4% |
| Admin fee / account holder | $27,878 | $13,262+110.2% | $10,281+171.2% | $12,316+126.4% |