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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 | $202,057 | $124,330+62.5% | $109,173+85.1% | $167,536+20.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 14.14% | 26.04%-11.9pp | 25.75%-11.6pp | 478.82%-464.7pp |
| Employer contribution / active EE | $14,900 | $4,209+254.0% | $3,723+300.2% | $4,839+207.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,886 | $7,974-63.8% | $6,755-57.3% | $12,315-76.6% |