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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 | $233,158 | $138,312+68.6% | $122,979+89.6% | $155,188+50.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 8.56% | 22.06%-13.5pp | 20.12%-11.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $6,772 | $3,530+91.8% | $3,062+121.1% | $4,248+59.4% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $49,169 | $15,089+225.9% | $12,864+282.2% | $14,480+239.6% |