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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 | $174,314 | $107,368+62.4% | $92,915+87.6% | $152,909+14.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 12.37% | 145.64%-133.3pp | 109.45%-97.1pp | 345.46%-333.1pp |
| Employer contribution / active EE | $10,000 | $4,222+136.8% | $3,653+173.7% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,886 | $7,082-16.9% | $5,796+1.6% | $11,601-49.3% |