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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 | $162,817 | $148,582+9.6% | $135,942+19.8% | $139,456+16.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.18% | 79.26%-51.1pp | 68.28%-40.1pp | 373.45%-345.3pp |
| Employer contribution / active EE | $2,097 | $5,245-60.0% | $4,858-56.8% | $4,753-55.9% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $2,005 | $12,402-83.8% | $10,764-81.4% | $11,407-82.4% |