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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 | $244,807 | $162,812+50.4% | $133,971+82.7% | $158,966+54.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.62% | 41.94%-23.3pp | 45.09%-26.5pp | 302.95%-284.3pp |
| Employer contribution / active EE | $5,966 | $4,976+19.9% | $3,919+52.2% | $4,762+25.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,905 | $11,741-83.8% | $8,929-78.7% | $11,250-83.1% |