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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 | $152,373 | $110,410+38.0% | $102,437+48.7% | $145,897+4.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.63% | 24.85%-5.2pp | 24.95%-5.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $2,114 | $4,217-49.9% | $3,871-45.4% | $4,663-54.7% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,887 | $9,745-80.6% | $8,388-77.5% | $13,390-85.9% |