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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 | $233,813 | $116,360+100.9% | $65,566+256.6% | $139,466+67.6% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 7.83% | 31.23%-23.4pp | 47.40%-39.6pp | 373.66%-365.8pp |
| Employer contribution / active EE | $4,425 | $2,600+70.2% | $1,692+161.5% | $4,754-6.9% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,832-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,268 | $6,701-81.1% | $4,114-69.2% | $11,409-88.9% |