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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 | $221,859 | $104,251+112.8% | $91,004+143.8% | $147,586+50.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 10.32% | 27.06%-16.7pp | 4.60%+5.7pp | 578.59%-568.3pp |
| Employer contribution / active EE | $6,250 | $3,116+100.6% | $2,456+154.5% | $4,876+28.2% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,871 | $8,948-23.2% | $5,417+26.8% | $10,886-36.9% |