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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 | $223,427 | $127,790+74.8% | $106,555+109.7% | $167,536+33.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 8.97% | 33.88%-24.9pp | 26.80%-17.8pp | 478.82%-469.8pp |
| Employer contribution / active EE | $3,092 | $3,428-9.8% | $2,819+9.7% | $4,839-36.1% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,841 | $11,229-65.8% | $7,408-48.2% | $12,315-68.8% |