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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 | $195,643 | $157,276+24.4% | $141,177+38.6% | $152,885+28.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.28% | 64.33%-43.1pp | 71.40%-50.1pp | 345.39%-324.1pp |
| Employer contribution / active EE | $11,783 | $5,262+123.9% | $4,736+148.8% | $4,763+147.4% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,942 | $12,123-59.2% | $10,263-51.9% | $11,598-57.4% |