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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 | $134,315 | $152,592-12.0% | $125,180+7.3% | $152,885-12.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 13.61% | 54.84%-41.2pp | 43.79%-30.2pp | 345.39%-331.8pp |
| Employer contribution / active EE | $9,993 | $4,947+102.0% | $3,866+158.5% | $4,763+109.8% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $36,587 | $13,435+172.3% | $9,703+277.1% | $11,598+215.5% |