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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 | $149,338 | $65,440+128.2% | $98,506+51.6% | $85,851+74.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 17.83% | 21.75%-3.9pp | 1494.92%-1477.1pp | 318.63%-300.8pp |
| Employer contribution / active EE | $10,376 | $2,169+378.4% | $2,961+250.4% | $2,565+304.4% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,823 | $4,596+5.0% | $5,955-19.0% | $6,261-23.0% |