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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 | $107,106 | $117,895-9.2% | $102,460+4.5% | $145,897-26.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.93% | 31.92%-22.0pp | 29.47%-19.5pp | 552.29%-542.4pp |
| Employer contribution / active EE | $13,333 | $3,619+268.4% | $3,025+340.8% | $4,663+186.0% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $736 | $13,353-94.5% | $9,460-92.2% | $13,390-94.5% |