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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 | $185,317 | $176,794+4.8% | $146,647+26.4% | $167,553+10.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 71.87% | 24.04%+47.8pp | 22.75%+49.1pp | 478.89%-407.0pp |
| Employer contribution / active EE | $4,184 | $5,161-18.9% | $4,137+1.1% | $4,840-13.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,343-100.0% |
| Admin fee / account holder | $1,969 | $13,262-85.2% | $10,281-80.9% | $12,316-84.0% |