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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 | $165,546 | $106,236+55.8% | $96,496+71.6% | $139,427+18.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.35% | 38.43%-25.1pp | 35.70%-22.4pp | 373.27%-359.9pp |
| Employer contribution / active EE | $10,972 | $4,104+167.3% | $3,738+193.5% | $4,752+130.9% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,102 | $7,879-73.3% | $6,731-68.8% | $11,404-81.6% |