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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 | $202,180 | $65,364+209.3% | $92,909+117.6% | $72,975+177.1% |
| Participation rate | 96.3% | 68.3%+28.0pp | 76.0%+20.3pp | 69.5%+26.8pp |
| Annual return | 20.90% | 42.11%-21.2pp | 109.44%-88.5pp | 81.01%-60.1pp |
| Employer contribution / active EE | $19,670 | $2,594+658.2% | $3,653+438.4% | $2,440+706.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $29,314 | $4,251+589.6% | $5,795+405.9% | $5,124+472.1% |