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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 | $238,590 | $124,980+90.9% | $108,359+120.2% | $154,746+54.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.17% | 45.00%-31.8pp | 36.89%-23.7pp | 172.34%-159.2pp |
| Employer contribution / active EE | $3,846 | $2,851+34.9% | $2,399+60.3% | $4,379-12.2% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,579 | $11,502-68.9% | $9,741-63.3% | $14,365-75.1% |