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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 | $79,825 | $115,810-31.1% | $101,271-21.2% | $158,966-49.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.47% | 56.15%-42.7pp | 46.48%-33.0pp | 302.95%-289.5pp |
| Employer contribution / active EE | $11,370 | $4,175+172.3% | $3,660+210.6% | $4,762+138.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7,479 | $7,248+3.2% | $5,948+25.7% | $11,250-33.5% |