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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 | $174,798 | $90,504+93.1% | $78,690+122.1% | $273,965-36.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 24.99% | 75.61%-50.6pp | 62.18%-37.2pp | 41.45%-16.5pp |
| Employer contribution / active EE | $18,077 | $3,176+469.2% | $2,851+534.1% | $4,869+271.3% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,811 | $5,263+10.4% | $4,511+28.8% | $10,132-42.6% |