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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 | $121,731 | $98,776+23.2% | $149,745-18.7% | $79,856+52.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.79% | 27.38%-10.6pp | 276.72%-259.9pp | 31.71%-14.9pp |
| Employer contribution / active EE | $4,434 | $3,217+37.8% | $4,646-4.6% | $2,471+79.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,451 | $6,053+39.6% | $9,312-9.2% | $5,306+59.3% |