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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 | $154,159-34.4% | $130,026-22.3% | $139,456-27.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.97% | 32.50%-20.5pp | -137.26%+149.2pp | 373.45%-361.5pp |
| Employer contribution / active EE | $10,805 | $5,292+104.2% | $4,321+150.1% | $4,753+127.4% |
| Participant deferral / active EE | $0 | $6,710-100.0% | $5,821-100.0% | $6,711-100.0% |
| Admin fee / account holder | $10,413 | $14,001-25.6% | $10,608-1.8% | $11,407-8.7% |