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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 | $231,432 | $114,013+103.0% | $103,693+123.2% | $155,188+49.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 7.99% | 49.31%-41.3pp | 47.61%-39.6pp | 148.84%-140.9pp |
| Employer contribution / active EE | $7,500 | $3,131+139.5% | $2,920+156.8% | $4,248+76.6% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,102 | $8,407-75.0% | $7,858-73.3% | $14,480-85.5% |