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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 | $239,547 | $86,294+177.6% | $111,303+115.2% | $85,854+179.0% |
| Participation rate | 93.3% | 73.3%+20.0pp | 77.3%+16.0pp | 69.3%+24.0pp |
| Annual return | 17.99% | 19.99%-2.0pp | 54.66%-36.7pp | 318.56%-300.6pp |
| Employer contribution / active EE | $12,878 | $2,043+530.2% | $2,731+371.5% | $2,565+402.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,675 | $8,189-67.3% | $7,965-66.4% | $6,260-57.3% |