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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 | $163,757 | $86,288+89.8% | $111,306+47.1% | $85,851+90.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.97% | 19.99%-7.0pp | 54.67%-41.7pp | 318.63%-305.7pp |
| Employer contribution / active EE | $15,918 | $2,044+678.9% | $2,732+482.7% | $2,565+520.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $19,559 | $8,189+138.8% | $7,966+145.5% | $6,261+212.4% |