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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 | $166,169 | $139,948+18.7% | $121,663+36.6% | $154,746+7.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 13.37% | 230.52%-217.1pp | 147.54%-134.2pp | 172.34%-159.0pp |
| Employer contribution / active EE | $18,511 | $3,521+425.7% | $3,020+513.0% | $4,379+322.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,156 | $17,321-93.3% | $14,289-91.9% | $14,365-91.9% |