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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 | $141,308 | $114,119+23.8% | $107,187+31.8% | $138,895+1.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 13.56% | 273.21%-259.6pp | 204.55%-191.0pp | 145.39%-131.8pp |
| Employer contribution / active EE | $6,250 | $4,059+54.0% | $3,782+65.2% | $4,194+49.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,667 | $10,024-43.5% | $9,162-38.2% | $12,562-54.9% |