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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 | $227,654 | $115,810+96.6% | $101,271+124.8% | $158,966+43.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.08% | 56.15%-48.1pp | 46.48%-38.4pp | 302.95%-294.9pp |
| Employer contribution / active EE | $13,226 | $4,175+216.7% | $3,660+261.3% | $4,762+177.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,684 | $7,248-76.8% | $5,948-71.7% | $11,250-85.0% |