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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 | $156,563 | $117,895+32.8% | $102,460+52.8% | $145,897+7.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 20.39% | 31.92%-11.5pp | 29.47%-9.1pp | 552.29%-531.9pp |
| Employer contribution / active EE | $12,349 | $3,619+241.2% | $3,025+308.2% | $4,663+164.9% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,216 | $13,353-46.0% | $9,460-23.7% | $13,390-46.1% |