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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 | $101,072 | $154,193-34.5% | $130,045-22.3% | $139,466-27.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.97% | 32.51%-20.5pp | -137.30%+149.3pp | 373.66%-361.7pp |
| Employer contribution / active EE | $10,805 | $5,292+104.2% | $4,321+150.0% | $4,754+127.3% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $10,413 | $13,989-25.6% | $10,600-1.8% | $11,409-8.7% |