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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 | $159,892 | $117,829+35.7% | $102,423+56.1% | $145,877+9.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.65% | 31.83%-20.2pp | 29.42%-17.8pp | 551.28%-539.6pp |
| Employer contribution / active EE | $3,323 | $3,615-8.1% | $3,023+9.9% | $4,663-28.7% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16,270 | $13,335+22.0% | $9,455+72.1% | $13,402+21.4% |