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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 | $139,588 | $99,994+39.6% | $146,647-4.8% | $85,851+62.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 21.17% | 18.93%+2.2pp | 22.75%-1.6pp | 318.63%-297.5pp |
| Employer contribution / active EE | $2,313 | $2,559-9.6% | $4,137-44.1% | $2,565-9.8% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,089 | $7,703-72.9% | $10,281-79.7% | $6,261-66.6% |