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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 | $161,933 | $90,486+79.0% | $78,676+105.8% | $273,972-40.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.99% | 75.62%-63.6pp | 62.19%-50.2pp | 41.46%-29.5pp |
| Employer contribution / active EE | $5,000 | $3,175+57.5% | $2,850+75.4% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $836 | $5,263-84.1% | $4,510-81.5% | $10,133-91.7% |