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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 | $234,566 | $99,652+135.4% | $78,778+197.8% | $147,586+58.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.51% | 47.28%-35.8pp | 35.62%-24.1pp | 578.59%-567.1pp |
| Employer contribution / active EE | $8,000 | $2,796+186.2% | $1,986+302.9% | $4,876+64.1% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,861 | $7,155-4.1% | $5,134+33.6% | $10,886-37.0% |