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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 | $146,668 | $110,278+33.0% | $95,740+53.2% | $139,466+5.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.99% | 27.19%-15.2pp | 28.41%-16.4pp | 373.66%-361.7pp |
| Employer contribution / active EE | $5,000 | $3,260+53.4% | $2,836+76.3% | $4,754+5.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,130 | $6,613-82.9% | $5,676-80.1% | $11,409-90.1% |