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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 | $213,650 | $105,929+101.7% | $81,716+161.5% | $158,966+34.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 12.76% | 38.19%-25.4pp | 29.49%-16.7pp | 302.95%-290.2pp |
| Employer contribution / active EE | $11,586 | $7,802+48.5% | $4,310+168.8% | $4,762+143.3% |
| Participant deferral / active EE | $0 | $13,007-100.0% | $7,108-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,680 | $8,492-68.4% | $5,159-48.1% | $11,250-76.2% |