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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 | $174,659 | $125,190+39.5% | $105,624+65.4% | $145,897+19.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.52% | 225.22%-213.7pp | 116.20%-104.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $7,256 | $3,720+95.0% | $3,168+129.1% | $4,663+55.6% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,291 | $17,138-86.6% | $10,961-79.1% | $13,390-82.9% |