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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 | $141,474 | $102,938+37.4% | $94,105+50.3% | $138,895+1.9% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 17.01% | 250.28%-233.3pp | 204.55%-187.5pp | 145.39%-128.4pp |
| Employer contribution / active EE | $4,121 | $2,732+50.9% | $2,504+64.6% | $4,194-1.7% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $2,661 | $6,600-59.7% | $6,199-57.1% | $12,562-78.8% |