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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 | $177,207 | $106,280+66.7% | $96,538+83.6% | $139,487+27.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.79% | 38.48%-26.7pp | 35.74%-23.9pp | 373.84%-362.0pp |
| Employer contribution / active EE | $29,205 | $4,107+611.1% | $3,740+680.8% | $4,755+514.2% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,644 | $7,888-41.1% | $6,737-31.1% | $11,407-59.3% |