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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 | $142,304 | $141,004+0.9% | $112,273+26.7% | $139,466+2.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.50% | 32.75%-18.3pp | 30.23%-15.7pp | 373.66%-359.2pp |
| Employer contribution / active EE | $9,062 | $4,285+111.5% | $3,431+164.1% | $4,754+90.6% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $703 | $9,959-92.9% | $7,752-90.9% | $11,409-93.8% |