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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 | $180,844 | $123,155+46.8% | $108,753+66.3% | $155,188+16.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 9.99% | 44.73%-34.7pp | 37.47%-27.5pp | 148.84%-138.8pp |
| Employer contribution / active EE | $20,100 | $2,811+615.0% | $2,427+728.3% | $4,248+373.2% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $13,718 | $12,126+13.1% | $10,320+32.9% | $14,480-5.3% |