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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 | $237,512 | $141,004+68.4% | $112,273+111.5% | $139,466+70.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.46% | 32.75%-20.3pp | 30.23%-17.8pp | 373.66%-361.2pp |
| Employer contribution / active EE | $6,250 | $4,285+45.9% | $3,431+82.1% | $4,754+31.5% |
| Participant deferral / active EE | $0 | $5,878-100.0% | $4,800-100.0% | $6,712-100.0% |
| Admin fee / account holder | $7,610 | $9,959-23.6% | $7,752-1.8% | $11,409-33.3% |