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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 | $249,565 | $211,224+18.2% | $178,505+39.8% | $145,897+71.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.09% | 30.28%-19.2pp | 27.16%-16.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $17,056 | $4,577+272.7% | $3,955+331.2% | $4,663+265.8% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $43,222 | $12,109+256.9% | $10,428+314.5% | $13,390+222.8% |