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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 | $169,440 | $176,402-3.9% | $134,162+26.3% | $158,966+6.6% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 2.89% | 63.66%-60.8pp | 36.35%-33.5pp | 302.95%-300.1pp |
| Employer contribution / active EE | $6,660 | $5,042+32.1% | $3,705+79.7% | $4,762+39.8% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $464 | $8,719-94.7% | $6,685-93.1% | $11,250-95.9% |