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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 | $214,398 | $102,938+108.3% | $94,105+127.8% | $138,895+54.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 10.59% | 250.28%-239.7pp | 204.55%-194.0pp | 145.39%-134.8pp |
| Employer contribution / active EE | $8,042 | $2,732+194.4% | $2,504+221.1% | $4,194+91.7% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,560 | $6,600-0.6% | $6,199+5.8% | $12,562-47.8% |