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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 | $126,080 | $97,020+30.0% | $83,327+51.3% | $135,380-6.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.39% | 12.31%-3.9pp | 10.64%-2.2pp | 519.81%-511.4pp |
| Employer contribution / active EE | $15,224 | $4,144+267.4% | $3,379+350.6% | $4,779+218.6% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $197,143 | $8,426+2239.7% | $7,540+2514.5% | $10,828+1720.7% |