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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 | $173,349 | $157,296+10.2% | $141,191+22.8% | $152,897+13.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.73% | 64.34%-40.6pp | 71.41%-47.7pp | 345.43%-321.7pp |
| Employer contribution / active EE | $30,044 | $5,262+470.9% | $4,736+534.4% | $4,764+530.7% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,273 | $12,125-81.3% | $10,264-77.9% | $11,599-80.4% |