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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 | $118,215 | $117,433+0.7% | $99,475+18.8% | $152,897-22.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 25.05% | 31.87%-6.8pp | 30.72%-5.7pp | 345.43%-320.4pp |
| Employer contribution / active EE | $5,833 | $3,013+93.6% | $2,540+129.7% | $4,764+22.5% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,004 | $7,634-86.8% | $6,252-83.9% | $11,599-91.3% |