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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 | $125,538 | $110,410+13.7% | $102,437+22.6% | $145,897-14.0% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 10.54% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.8pp |
| Employer contribution / active EE | $9,702 | $4,217+130.1% | $3,871+150.7% | $4,663+108.1% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20,544 | $9,745+110.8% | $8,388+144.9% | $13,390+53.4% |