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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 | $121,074 | $232,540-47.9% | $185,117-34.6% | $147,586-18.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.87% | 43.03%-35.2pp | 40.50%-32.6pp | 578.59%-570.7pp |
| Employer contribution / active EE | $29,277 | $5,195+463.5% | $4,182+600.1% | $4,876+500.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $7,058 | $10,275-31.3% | $8,159-13.5% | $10,886-35.2% |