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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 | $236,620 | $141,004+67.8% | $112,273+110.8% | $139,466+69.7% |
| Participation rate | 92.3% | 79.2%+13.1pp | 72.4%+19.9pp | 80.3%+12.0pp |
| Annual return | 13.56% | 32.75%-19.2pp | 30.23%-16.7pp | 373.66%-360.1pp |
| Employer contribution / active EE | $5,941 | $4,285+38.7% | $3,431+73.1% | $4,754+25.0% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,418 | $9,959-55.6% | $7,752-43.0% | $11,409-61.3% |