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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 | $100,049 | $176,402-43.3% | $134,155-25.4% | $158,950-37.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.00% | 63.66%-52.7pp | 36.34%-25.3pp | 302.91%-291.9pp |
| Employer contribution / active EE | $7,487 | $5,042+48.5% | $3,705+102.1% | $4,762+57.2% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,567 | $8,719-1.7% | $6,685+28.2% | $11,248-23.8% |