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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 | $121,402 | $100,073+21.3% | $85,126+42.6% | $145,877-16.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.87% | 84.11%-73.2pp | 66.63%-55.8pp | 551.28%-540.4pp |
| Employer contribution / active EE | $26,583 | $3,236+721.4% | $2,731+873.3% | $4,663+470.1% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $15,907 | $7,261+119.1% | $6,160+158.2% | $13,402+18.7% |