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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 | $171,566 | $103,392+65.9% | $87,104+97.0% | $152,897+12.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 19.20% | 28.10%-8.9pp | 28.19%-9.0pp | 345.43%-326.2pp |
| Employer contribution / active EE | $10,000 | $3,221+210.5% | $2,521+296.6% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,990 | $12,194-75.5% | $7,491-60.1% | $11,599-74.2% |