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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 | $166,494 | $116,190+43.3% | $93,614+77.9% | $152,885+8.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 23.57% | 35.96%-12.4pp | 32.76%-9.2pp | 345.39%-321.8pp |
| Employer contribution / active EE | $9,530 | $3,219+196.1% | $2,718+250.6% | $4,763+100.1% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,529 | $10,749-85.8% | $7,889-80.6% | $11,598-86.8% |