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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 | $167,510 | $102,065+64.1% | $453,569-63.1% | $85,851+95.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 25.24% | 25.44%-0.2pp | 64.43%-39.2pp | 318.63%-293.4pp |
| Employer contribution / active EE | $2,666 | $2,852-6.5% | $4,072-34.5% | $2,565+3.9% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,321 | $5,717+115.5% | $11,214+9.9% | $6,261+96.8% |