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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 | $144,268 | $86,288+67.2% | $111,306+29.6% | $85,851+68.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 18.36% | 19.99%-1.6pp | 54.67%-36.3pp | 318.63%-300.3pp |
| Employer contribution / active EE | $14,937 | $2,044+630.9% | $2,732+446.8% | $2,565+482.3% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $6,765 | $8,189-17.4% | $7,966-15.1% | $6,261+8.0% |