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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 | $192,977 | $93,589+106.2% | $135,942+42.0% | $75,181+156.7% |
| Participation rate | 94.3% | 75.2%+19.1pp | 81.9%+12.4pp | 67.2%+27.1pp |
| Annual return | 72.79% | 30.90%+41.9pp | 68.28%+4.5pp | 160.69%-87.9pp |
| Employer contribution / active EE | $854 | $3,537-75.9% | $4,858-82.4% | $2,671-68.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $608 | $6,977-91.3% | $10,764-94.4% | $5,650-89.2% |