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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 | $112,805 | $121,677-7.3% | $104,625+7.8% | $158,966-29.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.39% | 465.58%-448.2pp | 340.60%-323.2pp | 302.95%-285.6pp |
| Employer contribution / active EE | $3,000 | $3,165-5.2% | $2,681+11.9% | $4,762-37.0% |
| Participant deferral / active EE | $0 | $4,175-100.0% | $3,738-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,199 | $7,777-71.7% | $6,465-66.0% | $11,250-80.5% |