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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 | $169,062 | $110,801+52.6% | $86,868+94.6% | $167,518+0.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.57% | 117.00%-107.4pp | 63.53%-54.0pp | 478.71%-469.1pp |
| Employer contribution / active EE | $3,077 | $3,245-5.2% | $2,496+23.3% | $4,838-36.4% |
| Participant deferral / active EE | $0 | $4,547-100.0% | $3,699-100.0% | $6,342-100.0% |
| Admin fee / account holder | $6,498 | $8,417-22.8% | $5,829+11.5% | $12,312-47.2% |