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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 | $247,803 | $162,821+52.2% | $133,978+85.0% | $158,982+55.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 23.12% | 41.95%-18.8pp | 45.10%-22.0pp | 302.99%-279.9pp |
| Employer contribution / active EE | $3,750 | $4,976-24.6% | $3,919-4.3% | $4,763-21.3% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,604 | $11,742-86.3% | $8,930-82.0% | $11,252-85.7% |