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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 | $209,184 | $171,492+22.0% | $150,734+38.8% | $198,609+5.3% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 7.22% | 804.70%-797.5pp | 600.81%-593.6pp | 202.70%-195.5pp |
| Employer contribution / active EE | $7,140 | $5,470+30.5% | $4,918+45.2% | $5,055+41.2% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,429 | $17,628-91.9% | $14,905-90.4% | $19,030-92.5% |