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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 | $158,450 | $124,351+27.4% | $109,188+45.1% | $167,553-5.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.96% | 26.04%-14.1pp | 25.76%-13.8pp | 478.89%-466.9pp |
| Employer contribution / active EE | $28,381 | $4,210+574.2% | $3,723+662.3% | $4,840+486.4% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,231 | $7,975-72.0% | $6,755-67.0% | $12,316-81.9% |