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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 | $193,454 | $127,296+52.0% | $109,907+76.0% | $167,536+15.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 24.91% | 22.97%+1.9pp | 29.46%-4.6pp | 478.82%-453.9pp |
| Employer contribution / active EE | $7,813 | $3,325+135.0% | $2,844+174.7% | $4,839+61.4% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,460 | $7,119-65.5% | $6,069-59.5% | $12,315-80.0% |