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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 | $210,460 | $116,175+81.2% | $93,609+124.8% | $152,870+37.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 9.74% | 35.96%-26.2pp | 32.76%-23.0pp | 345.34%-335.6pp |
| Employer contribution / active EE | $6,169 | $3,218+91.7% | $2,718+126.9% | $4,763+29.5% |
| Participant deferral / active EE | $0 | $4,603-100.0% | $4,069-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4,235 | $10,748-60.6% | $7,889-46.3% | $11,597-63.5% |