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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 | $185,389 | $107,368+72.7% | $92,915+99.5% | $152,909+21.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.86% | 145.64%-125.8pp | 109.45%-89.6pp | 345.46%-325.6pp |
| Employer contribution / active EE | $2,879 | $4,222-31.8% | $3,653-21.2% | $4,764-39.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,216 | $7,082-26.4% | $5,796-10.0% | $11,601-55.0% |