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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 | $234,377 | $121,701+92.6% | $104,639+124.0% | $158,982+47.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 8.68% | 465.72%-457.0pp | 340.67%-332.0pp | 302.99%-294.3pp |
| Employer contribution / active EE | $5,658 | $3,165+78.8% | $2,682+111.0% | $4,763+18.8% |
| Participant deferral / active EE | $0 | $4,176-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,696 | $7,778-13.9% | $6,465+3.6% | $11,252-40.5% |