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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 | $156,606 | $124,336+26.0% | $111,303+40.7% | $167,518-6.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.25% | 37.45%-28.2pp | 54.66%-45.4pp | 478.71%-469.5pp |
| Employer contribution / active EE | $15,769 | $3,436+358.9% | $2,731+477.3% | $4,838+225.9% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,707 | $10,623-36.9% | $7,966-15.8% | $12,312-45.5% |