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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 | $171,877 | $115,814+48.4% | $101,275+69.7% | $158,982+8.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.53% | 56.16%-47.6pp | 46.48%-38.0pp | 302.99%-294.5pp |
| Employer contribution / active EE | $6,818 | $4,176+63.3% | $3,660+86.3% | $4,763+43.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $777 | $7,249-89.3% | $5,948-86.9% | $11,252-93.1% |