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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% | $125,381-13.8% | $68,486+57.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 9.28% | -5.97%+15.3pp | 572.31%-563.0pp | -7.85%+17.1pp |
| Employer contribution / active EE | $8,680 | $3,382+156.7% | $4,815+80.3% | $2,597+234.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,830 | $6,277-70.8% | $10,007-81.7% | $5,404-66.1% |