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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 | $138,001 | $86,298+59.9% | $111,308+24.0% | $85,847+60.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 11.73% | 19.99%-8.3pp | 54.67%-42.9pp | 318.61%-306.9pp |
| Employer contribution / active EE | $3,226 | $2,044+57.8% | $2,732+18.1% | $2,565+25.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,979 | $8,189+34.1% | $7,965+37.8% | $6,261+75.4% |