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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 | $137,124 | $124,314+10.3% | $109,163+25.6% | $167,518-18.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.33% | 26.04%-9.7pp | 25.75%-9.4pp | 478.71%-462.4pp |
| Employer contribution / active EE | $6,250 | $4,209+48.5% | $3,723+67.9% | $4,838+29.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $8,879 | $7,973+11.4% | $6,754+31.5% | $12,312-27.9% |