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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 | $231,921 | $111,814+107.4% | $103,378+124.3% | $145,978+58.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.58% | 24.80%-11.2pp | 24.91%-11.3pp | 550.52%-536.9pp |
| Employer contribution / active EE | $17,647 | $4,215+318.7% | $3,870+356.0% | $4,662+278.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $9,091 | $9,764-6.9% | $8,401+8.2% | $13,400-32.2% |