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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 | $100,127 | $183,516-45.4% | $155,534-35.6% | $145,884-31.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 61.43%-51.3pp | 64.92%-54.8pp | 551.85%-541.8pp |
| Employer contribution / active EE | $11,067 | $5,315+108.2% | $4,675+136.7% | $4,662+137.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $900 | $19,293-95.3% | $15,900-94.3% | $13,392-93.3% |