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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 | $139,614 | $100,147+39.4% | $81,286+71.8% | $145,877-4.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.73% | 34.44%-13.7pp | 24.80%-4.1pp | 551.28%-530.6pp |
| Employer contribution / active EE | $3,722 | $2,977+25.0% | $2,463+51.1% | $4,663-20.2% |
| Participant deferral / active EE | $0 | $4,607-100.0% | $3,883-100.0% | $6,691-100.0% |
| Admin fee / account holder | $494 | $8,201-94.0% | $5,764-91.4% | $13,402-96.3% |