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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 | $164,630 | $111,787+47.3% | $93,681+75.7% | $145,978+12.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.42% | 203.52%-175.1pp | 133.47%-105.0pp | 550.52%-522.1pp |
| Employer contribution / active EE | $2,500 | $3,093-19.2% | $2,422+3.2% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,825 | $10,256-33.5% | $8,290-17.7% | $13,400-49.1% |