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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 | $231,882 | $103,392+124.3% | $87,104+166.2% | $152,897+51.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 16.18% | 28.10%-11.9pp | 28.19%-12.0pp | 345.43%-329.3pp |
| Employer contribution / active EE | $8,500 | $3,221+163.9% | $2,521+237.1% | $4,764+78.4% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,894 | $12,194-51.7% | $7,491-21.3% | $11,599-49.2% |