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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 | $101,618+39.2% | $93,063+52.0% | $137,256+3.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 17.01% | 223.95%-206.9pp | 34.15%-17.1pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,121 | $2,707+52.2% | $2,476+66.4% | $4,156-0.8% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,661 | $6,198-57.1% | $6,033-55.9% | $12,270-78.3% |