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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 | $237,578 | $211,239+12.5% | $178,528+33.1% | $145,877+62.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 30.22%-18.5pp | 27.11%-15.4pp | 551.28%-539.5pp |
| Employer contribution / active EE | $6,250 | $4,570+36.8% | $3,950+58.2% | $4,663+34.0% |
| Participant deferral / active EE | $0 | $6,963-100.0% | $6,278-100.0% | $6,691-100.0% |
| Admin fee / account holder | $9,087 | $12,095-24.9% | $10,419-12.8% | $13,402-32.2% |