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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 | $236,697 | $129,737+82.4% | $119,126+98.7% | $154,746+53.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.23% | 379.08%-365.8pp | 282.11%-268.9pp | 172.34%-159.1pp |
| Employer contribution / active EE | $6,000 | $4,375+37.1% | $4,034+48.8% | $4,379+37.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $400 | $11,961-96.7% | $10,693-96.3% | $14,365-97.2% |