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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 | $169,499 | $97,648+73.6% | $121,663+39.3% | $87,485+93.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 13.16% | 18.03%-4.9pp | 147.54%-134.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $4,082 | $2,300+77.4% | $3,020+35.2% | $2,596+57.2% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,500 | $11,100-32.4% | $14,289-47.5% | $7,775-3.5% |