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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 | $236,884 | $139,948+69.3% | $121,663+94.7% | $154,746+53.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 14.45% | 230.52%-216.1pp | 147.54%-133.1pp | 172.34%-157.9pp |
| Employer contribution / active EE | $4,033 | $3,521+14.5% | $3,020+33.5% | $4,379-7.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,465 | $17,321-51.1% | $14,289-40.8% | $14,365-41.1% |