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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 | $164,351 | $176,838-7.1% | $146,685+12.0% | $167,518-1.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 42.37% | 24.04%+18.3pp | 22.75%+19.6pp | 478.71%-436.3pp |
| Employer contribution / active EE | $2,322 | $5,161-55.0% | $4,137-43.9% | $4,838-52.0% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $29,745 | $13,262+124.3% | $10,281+189.3% | $12,312+141.6% |