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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 | $236,351 | $149,679+57.9% | $117,039+101.9% | $147,586+60.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 11.19% | 19.31%-8.1pp | 18.95%-7.8pp | 578.59%-567.4pp |
| Employer contribution / active EE | $7,143 | $4,937+44.7% | $3,785+88.7% | $4,876+46.5% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,928 | $7,856-75.5% | $5,974-67.7% | $10,886-82.3% |