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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 | $149,447 | $110,337+35.4% | $102,383+46.0% | $145,877+2.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 24.83%-10.5pp | 24.94%-10.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $9,167 | $4,216+117.4% | $3,870+136.8% | $4,663+96.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $55,737 | $9,750+471.7% | $8,391+564.2% | $13,402+315.9% |