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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 | $139,829 | $111,535+25.4% | $105,223+32.9% | $137,256+1.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.80% | 237.85%-222.1pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $44,273 | $3,939+1023.9% | $3,689+1100.3% | $4,156+965.3% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,102 | $9,721-88.7% | $8,859-87.6% | $12,270-91.0% |