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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 | $100,933 | $96,236+4.9% | $136,072-25.8% | $80,935+24.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 76.4%+23.6pp | 67.7%+32.3pp |
| Annual return | 19.58% | 28.74%-9.2pp | 580.46%-560.9pp | 35.66%-16.1pp |
| Employer contribution / active EE | $7,426 | $3,350+121.6% | $4,216+76.1% | $2,757+169.4% |
| Participant deferral / active EE | $0 | $5,709-100.0% | $7,028-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,798 | $8,250-78.2% | $6,718-73.2% | $6,924-74.0% |