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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 | $135,511 | $91,559+48.0% | $133,978+1.1% | $79,856+69.7% |
| Participation rate | 92.3% | 73.3%+19.0pp | 79.8%+12.5pp | 69.6%+22.7pp |
| Annual return | 10.46% | 61.85%-51.4pp | 45.10%-34.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $5,128 | $2,384+115.1% | $3,919+30.9% | $2,471+107.5% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $22,763 | $6,321+260.1% | $8,930+154.9% | $5,306+329.0% |