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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 | $154,728 | $101,752+52.1% | $164,928-6.2% | $80,911+91.2% |
| Participation rate | 94.9% | 71.8%+23.1pp | 78.6%+16.3pp | 67.6%+27.3pp |
| Annual return | 12.88% | 16.73%-3.8pp | 70.08%-57.2pp | 35.63%-22.7pp |
| Employer contribution / active EE | $18,987 | $2,953+542.9% | $4,343+337.2% | $2,756+589.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $18,326 | $8,218+123.0% | $12,684+44.5% | $6,935+164.3% |