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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 | $231,894 | $113,338+104.6% | $94,993+144.1% | $147,586+57.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.71% | 20.80%-4.1pp | 27.14%-10.4pp | 578.59%-561.9pp |
| Employer contribution / active EE | $7,192 | $3,160+127.6% | $2,603+176.2% | $4,876+47.5% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,856 | $6,063-69.4% | $4,960-62.6% | $10,886-82.9% |