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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 | $209,999 | $115,225+82.3% | $100,712+108.5% | $138,895+51.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 15.54% | 40.35%-24.8pp | 33.27%-17.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $11,667 | $2,771+321.0% | $2,313+404.5% | $4,194+178.2% |
| Participant deferral / active EE | $0 | $4,699-100.0% | $4,085-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,961 | $10,844-81.9% | $9,256-78.8% | $12,562-84.4% |