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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 | $172,289 | $147,556+16.8% | $129,031+33.5% | $198,609-13.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 9.36% | 37.41%-28.0pp | 34.67%-25.3pp | 202.70%-193.3pp |
| Employer contribution / active EE | $17,590 | $3,645+382.6% | $3,226+445.3% | $5,055+248.0% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $5,375 | $15,467-65.3% | $13,208-59.3% | $19,030-71.8% |