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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 | $245,177 | $135,645+80.7% | $110,243+122.4% | $135,379+81.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.23% | 513.24%-505.0pp | 314.76%-306.5pp | 519.79%-511.6pp |
| Employer contribution / active EE | $7,170 | $4,907+46.1% | $3,827+87.4% | $4,779+50.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,100 | $11,458-81.7% | $8,548-75.4% | $10,828-80.6% |