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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 | $201,527 | $102,638+96.3% | $81,982+145.8% | $158,982+26.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 9.09% | 61.05%-52.0pp | 41.31%-32.2pp | 302.99%-293.9pp |
| Employer contribution / active EE | $5,371 | $3,241+65.7% | $2,498+115.0% | $4,763+12.8% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,729 | $8,237+6.0% | $5,665+54.1% | $11,252-22.4% |