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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 | $249,904 | $176,786+41.4% | $146,643+70.4% | $167,536+49.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.48% | 24.04%-11.6pp | 22.75%-10.3pp | 478.82%-466.3pp |
| Employer contribution / active EE | $25,000 | $5,161+384.4% | $4,137+504.3% | $4,839+416.6% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,003 | $13,262-84.9% | $10,280-80.5% | $12,315-83.7% |