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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 | $175,501 | $107,809+62.8% | $97,032+80.9% | $155,188+13.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 8.79% | 38.06%-29.3pp | 35.38%-26.6pp | 148.84%-140.0pp |
| Employer contribution / active EE | $5,169 | $2,911+77.6% | $2,629+96.6% | $4,248+21.7% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,189 | $10,717-51.6% | $9,418-44.9% | $14,480-64.2% |