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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 | $243,732 | $232,540+4.8% | $185,117+31.7% | $147,586+65.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.82% | 43.03%-29.2pp | 40.50%-26.7pp | 578.59%-564.8pp |
| Employer contribution / active EE | $16,482 | $5,195+217.3% | $4,182+294.2% | $4,876+238.0% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,226 | $10,275-39.4% | $8,159-23.7% | $10,886-42.8% |