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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 | $124,330+10.3% | $109,173+25.6% | $167,536-18.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.33% | 26.04%-9.7pp | 25.75%-9.4pp | 478.82%-462.5pp |
| Employer contribution / active EE | $6,250 | $4,209+48.5% | $3,723+67.9% | $4,839+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 | $7,974+11.3% | $6,755+31.4% | $12,315-27.9% |