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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 | $85,060+184.0% | $70,548+242.4% | $139,456+73.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 14.45% | 30.38%-15.9pp | 32.78%-18.3pp | 373.45%-359.0pp |
| Employer contribution / active EE | $6,667 | $3,911+70.5% | $2,975+124.1% | $4,753+40.3% |
| Participant deferral / active EE | $0 | $5,890-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $8,047 | $8,925-9.8% | $6,424+25.3% | $11,407-29.5% |