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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 | $197,671 | $125,184+57.9% | $105,607+87.2% | $145,884+35.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 19.11% | 225.00%-205.9pp | 116.11%-97.0pp | 551.85%-532.7pp |
| Employer contribution / active EE | $2,231 | $3,720-40.0% | $3,167-29.6% | $4,662-52.2% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,554 | $17,133-79.3% | $10,958-67.6% | $13,392-73.5% |