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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 | $232,377 | $162,821+42.7% | $133,978+73.4% | $158,982+46.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 7.07% | 41.95%-34.9pp | 45.10%-38.0pp | 302.99%-295.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $8,098 | $5,910+37.0% | $5,047+60.4% | $5,983+35.3% |
| Admin fee / account holder | $41,039 | $11,742+249.5% | $8,930+359.6% | $11,252+264.7% |