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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 | $180,139 | $154,193+16.8% | $130,045+38.5% | $139,466+29.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.58% | 32.51%-22.9pp | -137.30%+146.9pp | 373.66%-364.1pp |
| Employer contribution / active EE | $22,738 | $5,292+329.7% | $4,321+426.2% | $4,754+378.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,024 | $13,989-92.7% | $10,600-90.3% | $11,409-91.0% |