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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 | $176,476 | $61,125+188.7% | $94,057+87.6% | $87,485+101.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 14.12% | 35.20%-21.1pp | 480.62%-466.5pp | 26.06%-11.9pp |
| Employer contribution / active EE | $8,061 | $2,136+277.3% | $2,933+174.8% | $2,596+210.5% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $7,408 | $5,629+31.6% | $7,244+2.3% | $7,775-4.7% |