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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 | $214,525 | $100,805+112.8% | $86,698+147.4% | $134,532+59.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 7.84% | 29.09%-21.3pp | 35.95%-28.1pp | 418.27%-410.4pp |
| Employer contribution / active EE | $14,441 | $3,490+313.8% | $2,837+409.1% | $4,741+204.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,706 | $10,925-38.6% | $7,493-10.5% | $11,429-41.3% |