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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 | $152,394+29.3% | $124,067+58.8% | $155,188+27.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 66.9%+33.1pp | 80.8%+19.2pp |
| Annual return | 11.09% | 34.93%-23.8pp | 31.06%-20.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $8,333 | $2,398+247.6% | $2,166+284.8% | $4,248+96.2% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $3,463-100.0% | $6,531-100.0% |
| Admin fee / account holder | $37,367 | $6,949+437.7% | $7,351+408.3% | $14,480+158.1% |