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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 | $160,401 | $101,618+57.8% | $93,063+72.4% | $137,256+16.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 12.13% | 223.95%-211.8pp | 34.15%-22.0pp | 220.34%-208.2pp |
| Employer contribution / active EE | $9,148 | $2,707+237.9% | $2,476+269.4% | $4,156+120.1% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,265 | $6,198-79.6% | $6,033-79.0% | $12,270-89.7% |