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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 | $208,780 | $157,296+32.7% | $141,191+47.9% | $152,897+36.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.45% | 64.34%-40.9pp | 71.41%-48.0pp | 345.43%-322.0pp |
| Employer contribution / active EE | $5,000 | $5,262-5.0% | $4,736+5.6% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,138 | $12,125-74.1% | $10,264-69.4% | $11,599-72.9% |