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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 | $149,654 | $152,592-1.9% | $125,180+19.6% | $152,885-2.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.37% | 54.84%-36.5pp | 43.79%-25.4pp | 345.39%-327.0pp |
| Employer contribution / active EE | $10,714 | $4,947+116.6% | $3,866+177.2% | $4,763+124.9% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $13,780 | $13,435+2.6% | $9,703+42.0% | $11,598+18.8% |