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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 | $216,614 | $105,210+105.9% | $159,487+35.8% | $85,851+152.3% |
| Participation rate | 96.4% | 75.8%+20.6pp | 82.8%+13.6pp | 69.3%+27.1pp |
| Annual return | 27.80% | 45.08%-17.3pp | 263.71%-235.9pp | 318.63%-290.8pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,145 | $5,946+3.3% | $7,354-16.4% | $3,952+55.5% |
| Admin fee / account holder | $5,662 | $6,934-18.4% | $10,804-47.6% | $6,261-9.6% |