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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 | $192,377 | $149,679+28.5% | $117,039+64.4% | $147,585+30.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 8.67% | 19.31%-10.6pp | 18.95%-10.3pp | 578.58%-569.9pp |
| Employer contribution / active EE | $5,950 | $4,937+20.5% | $3,785+57.2% | $4,876+22.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $16,614 | $7,856+111.5% | $5,974+178.1% | $10,886+52.6% |