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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 | $169,271 | $117,426+44.2% | $99,470+70.2% | $152,885+10.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 11.70% | 31.87%-20.2pp | 30.72%-19.0pp | 345.39%-333.7pp |
| Employer contribution / active EE | $5,604 | $3,014+86.0% | $2,540+120.6% | $4,763+17.7% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,824 | $7,634-36.8% | $6,252-22.9% | $11,598-58.4% |