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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 | $190,709 | $117,846+61.8% | $102,434+86.2% | $145,884+30.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 18.74% | 31.90%-13.2pp | 29.46%-10.7pp | 551.85%-533.1pp |
| Employer contribution / active EE | $16,630 | $3,615+360.1% | $3,023+450.1% | $4,662+256.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $8,541 | $13,356-36.0% | $9,462-9.7% | $13,392-36.2% |