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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 | $93,276 | $68,097+37.0% | $62,929+48.2% | $137,256-32.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 11.56% | 1859.11%-1847.5pp | 1063.93%-1052.4pp | 220.34%-208.8pp |
| Employer contribution / active EE | $10,600 | $2,811+277.1% | $2,505+323.2% | $4,156+155.1% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,456 | $6,521-16.3% | $5,065+7.7% | $12,270-55.5% |