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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 | $105,167 | $102,393+2.7% | $147,041-28.5% | $80,911+30.0% |
| Participation rate | 96.2% | 75.9%+20.3pp | 82.2%+14.0pp | 67.6%+28.5pp |
| Annual return | 28.04% | 134.95%-106.9pp | 419.21%-391.2pp | 35.63%-7.6pp |
| Employer contribution / active EE | $18,053 | $3,715+385.9% | $4,935+265.8% | $2,756+555.1% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,443 | $7,943-69.2% | $13,006-81.2% | $6,935-64.8% |