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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 | $170,899 | $100,811+69.5% | $86,698+97.1% | $134,545+27.0% |
| Participation rate | 90.9% | 79.0%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | 5.96% | 29.11%-23.1pp | 35.96%-30.0pp | 418.37%-412.4pp |
| Employer contribution / active EE | $5,135 | $3,490+47.1% | $2,837+81.0% | $4,742+8.3% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,629 | $10,926+43.0% | $7,492+108.6% | $11,431+36.7% |