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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 | $216,746 | $115,225+88.1% | $100,712+115.2% | $138,895+56.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.63% | 40.35%-24.7pp | 33.27%-17.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,359 | $2,771-14.9% | $2,313+2.0% | $4,194-43.8% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $27,848 | $10,844+156.8% | $9,256+200.9% | $12,562+121.7% |