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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 | $98,256 | $102,638-4.3% | $81,991+19.8% | $158,966-38.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 8.53% | 61.05%-52.5pp | 41.31%-32.8pp | 302.95%-294.4pp |
| Employer contribution / active EE | $8,000 | $3,241+146.8% | $2,498+220.2% | $4,762+68.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,950 | $8,237-64.2% | $5,665-47.9% | $11,250-73.8% |