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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 | $102,758 | $103,393-0.6% | $87,103+18.0% | $152,909-32.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.22% | 28.10%-10.9pp | 28.19%-11.0pp | 345.46%-328.2pp |
| Employer contribution / active EE | $7,102 | $3,221+120.5% | $2,521+181.7% | $4,764+49.1% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,842 | $12,195-84.9% | $7,491-75.4% | $11,601-84.1% |