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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 | $142,355 | $101,950+39.6% | $125,529+13.4% | $86,983+63.7% |
| Participation rate | 96.2% | 70.2%+26.1pp | 74.7%+21.5pp | 69.5%+26.7pp |
| Annual return | 12.67% | 18.29%-5.6pp | 202.56%-189.9pp | 25.83%-13.2pp |
| Employer contribution / active EE | $7,054 | $2,358+199.1% | $3,058+130.7% | $2,584+172.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,140 | $12,791-36.4% | $16,298-50.1% | $7,856+3.6% |