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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 | $233,389 | $110,278+111.6% | $95,740+143.8% | $139,466+67.3% |
| Participation rate | 94.7% | 75.7%+19.0pp | 72.3%+22.5pp | 80.3%+14.4pp |
| Annual return | 12.65% | 27.19%-14.5pp | 28.41%-15.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $16,234 | $3,260+397.9% | $2,836+472.4% | $4,754+241.5% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $27,593 | $6,613+317.2% | $5,676+386.1% | $11,409+141.9% |