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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 | $197,050 | $151,427+30.1% | $112,860+74.6% | $154,746+27.3% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 11.09% | 30.95%-19.9pp | 35.26%-24.2pp | 172.34%-161.2pp |
| Employer contribution / active EE | $8,333 | $2,750+203.1% | $2,206+277.8% | $4,379+90.3% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $37,367 | $7,369+407.1% | $6,841+446.2% | $14,365+160.1% |