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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 | $110,248+111.7% | $95,728+143.8% | $139,456+67.4% |
| Participation rate | 94.7% | 75.7%+19.0pp | 72.3%+22.5pp | 80.3%+14.4pp |
| Annual return | 12.65% | 27.16%-14.5pp | 28.40%-15.7pp | 373.45%-360.8pp |
| Employer contribution / active EE | $16,234 | $3,258+398.2% | $2,835+472.6% | $4,753+241.6% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $4,245-100.0% | $6,711-100.0% |
| Admin fee / account holder | $27,593 | $6,607+317.6% | $5,673+386.4% | $11,407+141.9% |