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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 | $202,648 | $114,119+77.6% | $107,187+89.1% | $138,895+45.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.27% | 273.21%-256.9pp | 204.55%-188.3pp | 145.39%-129.1pp |
| Employer contribution / active EE | $18,464 | $4,059+354.9% | $3,782+388.2% | $4,194+340.2% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,339 | $10,024-86.6% | $9,162-85.4% | $12,562-89.3% |