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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 | $171,629 | $101,950+68.3% | $125,529+36.7% | $86,983+97.3% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 13.35% | 18.29%-4.9pp | 202.56%-189.2pp | 25.83%-12.5pp |
| Employer contribution / active EE | $2,620 | $2,358+11.1% | $3,058-14.3% | $2,584+1.4% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $4,813-100.0% | $4,194-100.0% |
| Admin fee / account holder | $667 | $12,791-94.8% | $16,298-95.9% | $7,856-91.5% |