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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 | $170,306 | $106,280+60.2% | $96,538+76.4% | $139,487+22.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.09% | 38.48%-20.4pp | 35.74%-17.6pp | 373.84%-355.7pp |
| Employer contribution / active EE | $2,782 | $4,107-32.3% | $3,740-25.6% | $4,755-41.5% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $15,102 | $7,888+91.5% | $6,737+124.1% | $11,407+32.4% |