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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 | $138,360 | $100,938+37.1% | $90,461+53.0% | $158,982-13.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.11% | 1727.20%-1719.1pp | 1294.76%-1286.7pp | 302.99%-294.9pp |
| Employer contribution / active EE | $3,462 | $3,691-6.2% | $3,264+6.1% | $4,763-27.3% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,036 | $6,510+131.0% | $5,617+167.7% | $11,252+33.6% |