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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 | $157,192 | $114,013+37.9% | $103,693+51.6% | $155,188+1.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 13.78% | 49.31%-35.5pp | 47.61%-33.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $18,531 | $3,131+491.8% | $2,920+534.6% | $4,248+336.3% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,393 | $8,407-35.8% | $7,858-31.4% | $14,480-62.8% |