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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 | $203,687 | $157,296+29.5% | $141,191+44.3% | $152,897+33.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.71% | 64.34%-47.6pp | 71.41%-54.7pp | 345.43%-328.7pp |
| Employer contribution / active EE | $8,000 | $5,262+52.0% | $4,736+68.9% | $4,764+67.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,802 | $12,125-85.1% | $10,264-82.4% | $11,599-84.5% |