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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 | $126,887 | $103,038+23.1% | $90,324+40.5% | $152,909-17.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 11.84% | 95.25%-83.4pp | 78.15%-66.3pp | 345.46%-333.6pp |
| Employer contribution / active EE | $3,845 | $3,141+22.4% | $2,856+34.6% | $4,764-19.3% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,345 | $6,177-45.8% | $5,356-37.5% | $11,601-71.2% |