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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 | $203,454 | $110,240+84.6% | $96,544+110.7% | $139,487+45.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.92% | 26.41%-5.5pp | 25.88%-5.0pp | 373.84%-352.9pp |
| Employer contribution / active EE | $1,000 | $3,622-72.4% | $2,966-66.3% | $4,755-79.0% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $21,311 | $11,602+83.7% | $8,254+158.2% | $11,407+86.8% |