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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 | $174,913 | $197,594-11.5% | $177,822-1.6% | $158,931+10.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.16% | 58.76%-45.6pp | 48.32%-35.2pp | 302.86%-289.7pp |
| Employer contribution / active EE | $14,583 | $6,697+117.7% | $5,918+146.4% | $4,761+206.3% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $4,399 | $15,400-71.4% | $12,428-64.6% | $11,247-60.9% |