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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 | $163,245 | $117,829+38.5% | $102,423+59.4% | $145,877+11.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.82% | 31.83%-21.0pp | 29.42%-18.6pp | 551.28%-540.5pp |
| Employer contribution / active EE | $2,857 | $3,615-21.0% | $3,023-5.5% | $4,663-38.7% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $27,316 | $13,335+104.8% | $9,455+188.9% | $13,402+103.8% |