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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 | $241,805 | $105,856+128.4% | $90,161+168.2% | $147,586+63.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.88% | 37.63%-22.7pp | 34.89%-20.0pp | 578.59%-563.7pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,167 | $5,733-9.9% | $5,287-2.3% | $5,439-5.0% |
| Admin fee / account holder | $20,829 | $8,046+158.9% | $5,943+250.5% | $10,886+91.3% |