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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 | $139,740 | $149,741-6.7% | $118,914+17.5% | $158,982-12.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 17.47% | 19.94%-2.5pp | 35.89%-18.4pp | 302.99%-285.5pp |
| Employer contribution / active EE | $13,355 | $4,119+224.3% | $3,264+309.1% | $4,763+180.4% |
| Participant deferral / active EE | $0 | $5,226-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,766 | $8,607-56.2% | $6,582-42.8% | $11,252-66.5% |