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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 | $103,190 | $118,695-13.1% | $98,916+4.3% | $158,950-35.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.67% | 372.39%-352.7pp | 196.45%-176.8pp | 302.91%-283.2pp |
| Employer contribution / active EE | $6,102 | $3,333+83.1% | $2,689+126.9% | $4,762+28.1% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,838 | $10,132-81.9% | $6,642-72.3% | $11,248-83.7% |