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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 | $152,759 | $106,247+43.8% | $96,515+58.3% | $139,466+9.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.94% | 38.47%-24.5pp | 35.73%-21.8pp | 373.66%-359.7pp |
| Employer contribution / active EE | $10,054 | $4,106+144.9% | $3,740+168.9% | $4,754+111.5% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $15,340 | $7,885+94.5% | $6,735+127.7% | $11,409+34.5% |