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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 | $244,836 | $117,829+107.8% | $102,423+139.0% | $145,877+67.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.96% | 31.83%-16.9pp | 29.42%-14.5pp | 551.28%-536.3pp |
| Employer contribution / active EE | $5,769 | $3,615+59.6% | $3,023+90.8% | $4,663+23.7% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10,491 | $13,335-21.3% | $9,455+11.0% | $13,402-21.7% |