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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 | $238,885 | $162,785+46.7% | $133,959+78.3% | $158,950+50.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.62% | 41.94%-36.3pp | 45.09%-39.5pp | 302.91%-297.3pp |
| Employer contribution / active EE | $2,272 | $4,975-54.3% | $3,919-42.0% | $4,762-52.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,606 | $11,738-86.3% | $8,928-82.0% | $11,248-85.7% |