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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 | $174,360 | $81,208+114.7% | $98,920+76.3% | $79,856+118.3% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 17.08% | 60.99%-43.9pp | 196.47%-179.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,886 | $1,960+47.3% | $2,689+7.3% | $2,471+16.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,245-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,486 | $6,013+41.1% | $6,643+27.7% | $5,306+59.9% |