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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 | $134,817+4.8% | $123,973+14.0% | $155,188-8.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.56% | 515.49%-501.9pp | 388.13%-374.6pp | 148.84%-135.3pp |
| Employer contribution / active EE | $6,250 | $4,425+41.2% | $4,126+51.5% | $4,248+47.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,667 | $13,245-57.2% | $11,799-52.0% | $14,480-60.9% |