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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 | $241,544 | $85,024+184.1% | $70,544+242.4% | $139,466+73.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 14.45% | 30.39%-15.9pp | 32.79%-18.3pp | 373.66%-359.2pp |
| Employer contribution / active EE | $6,667 | $3,912+70.4% | $2,976+124.0% | $4,754+40.2% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $8,047 | $8,928-9.9% | $6,427+25.2% | $11,409-29.5% |