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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 | $83,203 | $81,643+1.9% | $70,462+18.1% | $158,950-47.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.39% | 208.51%-198.1pp | 109.08%-98.7pp | 302.91%-292.5pp |
| Employer contribution / active EE | $9,154 | $3,218+184.5% | $2,737+234.4% | $4,762+92.2% |
| Participant deferral / active EE | $0 | $4,555-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,579 | $6,194-9.9% | $3,845+45.1% | $11,248-50.4% |