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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 | $144,219 | $100,279+43.8% | $81,353+77.3% | $145,884-1.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 30.03% | 34.49%-4.5pp | 24.82%+5.2pp | 551.85%-521.8pp |
| Employer contribution / active EE | $1,563 | $2,979-47.6% | $2,464-36.6% | $4,662-66.5% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,376 | $8,206-71.0% | $5,766-58.8% | $13,392-82.3% |