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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 | $176,913 | $91,179+94.0% | $178,499-0.9% | $79,852+121.6% |
| Participation rate | 93.1% | 69.2%+23.9pp | 81.9%+11.2pp | 69.6%+23.5pp |
| Annual return | 10.16% | 24.19%-14.0pp | 151.10%-140.9pp | 31.72%-21.6pp |
| Employer contribution / active EE | $8,054 | $3,256+147.4% | $5,011+60.7% | $2,471+225.9% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $14,814 | $6,749+119.5% | $13,986+5.9% | $5,306+179.2% |