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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 | $243,530 | $141,004+72.7% | $112,273+116.9% | $139,466+74.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.97% | 32.75%-13.8pp | 30.23%-11.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $5,714 | $4,285+33.4% | $3,431+66.5% | $4,754+20.2% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $800 | $9,959-92.0% | $7,752-89.7% | $11,409-93.0% |