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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 | $100,467 | $137,414-26.9% | $189,545-47.0% | $85,851+17.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.04% | 38.14%-25.1pp | 555.36%-542.3pp | 318.63%-305.6pp |
| Employer contribution / active EE | $7,200 | $4,344+65.7% | $6,162+16.8% | $2,565+180.7% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $785 | $8,630-90.9% | $12,049-93.5% | $6,261-87.5% |