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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 | $215,018 | $99,652+115.8% | $78,778+172.9% | $147,586+45.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.71% | 47.28%-37.6pp | 35.62%-25.9pp | 578.59%-568.9pp |
| Employer contribution / active EE | $6,250 | $2,796+123.6% | $1,986+214.8% | $4,876+28.2% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,210 | $7,155-13.2% | $5,134+21.0% | $10,886-43.0% |