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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 | $167,007 | $117,846+41.7% | $102,434+63.0% | $145,884+14.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 31.90%-18.7pp | 29.46%-16.3pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,857 | $3,615-21.0% | $3,023-5.5% | $4,662-38.7% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,530 | $13,356-66.1% | $9,462-52.1% | $13,392-66.2% |