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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 | $150,239 | $78,423+91.6% | $95,964+56.6% | $79,856+88.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.86% | 19.37%-5.5pp | 91.64%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $11,579 | $1,945+495.2% | $2,541+355.6% | $2,471+368.5% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,905 | $5,622+5.0% | $6,797-13.1% | $5,306+11.3% |