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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 | $108,043 | $82,674+30.7% | $125,363-13.8% | $68,495+57.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 9.28% | -5.97%+15.2pp | 572.15%-562.9pp | -7.84%+17.1pp |
| Employer contribution / active EE | $8,680 | $3,382+156.7% | $4,815+80.3% | $2,596+234.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,830 | $6,276-70.8% | $10,005-81.7% | $5,403-66.1% |