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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 | $112,614 | $102,385+10.0% | $147,080-23.4% | $80,935+39.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.16% | 135.09%-121.9pp | 420.17%-407.0pp | 35.66%-22.5pp |
| Employer contribution / active EE | $5,374 | $3,717+44.6% | $4,933+8.9% | $2,757+94.9% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $15,659 | $7,951+96.9% | $12,989+20.6% | $6,924+126.1% |