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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 | $102,245 | $102,429-0.2% | $147,096-30.5% | $80,925+26.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 37.92% | 135.02%-97.1pp | 419.75%-381.8pp | 35.65%+2.3pp |
| Employer contribution / active EE | $10,142 | $3,716+172.9% | $4,936+105.5% | $2,756+267.9% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,771 | $7,957-77.7% | $13,005-86.4% | $6,940-74.5% |