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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 | $232,693 | $165,399+40.7% | $149,745+55.4% | $158,982+46.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.22% | 348.34%-335.1pp | 276.72%-263.5pp | 302.99%-289.8pp |
| Employer contribution / active EE | $1,667 | $5,105-67.4% | $4,646-64.1% | $4,763-65.0% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,490 | $10,811-86.2% | $9,312-84.0% | $11,252-86.8% |