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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 | $148,832 | $83,090+79.1% | $130,062+14.4% | $71,529+108.1% |
| Participation rate | 99.0% | 74.1%+24.9pp | 78.5%+20.5pp | 67.9%+31.1pp |
| Annual return | 18.00% | 20.61%-2.6pp | -137.37%+155.4pp | 28.97%-11.0pp |
| Employer contribution / active EE | $11,271 | $2,624+329.6% | $4,322+160.8% | $2,590+335.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $4,178 | $1,727+141.9% | $10,601-60.6% | $1,588+163.0% |