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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 | $147,629 | $114,119+29.4% | $107,187+37.7% | $138,895+6.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.43% | 273.21%-251.8pp | 204.55%-183.1pp | 145.39%-124.0pp |
| Employer contribution / active EE | $27,726 | $4,059+583.1% | $3,782+633.0% | $4,194+561.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $17,447 | $10,024+74.1% | $9,162+90.4% | $12,562+38.9% |