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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 | $204,762 | $133,981+52.8% | $112,249+82.4% | $134,532+52.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 11.44% | 47.16%-35.7pp | 27.48%-16.0pp | 418.27%-406.8pp |
| Employer contribution / active EE | $14,286 | $4,040+253.6% | $3,636+292.9% | $4,741+201.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,419 | $7,492-14.3% | $6,412+0.1% | $11,429-43.8% |