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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 | $108,284 | $111,814-3.2% | $93,654+15.6% | $145,959-25.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.37% | 203.30%-187.9pp | 133.34%-118.0pp | 561.95%-546.6pp |
| Employer contribution / active EE | $10,756 | $3,092+247.9% | $2,421+344.3% | $4,661+130.8% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,248 | $10,246-78.1% | $8,282-72.9% | $13,398-83.2% |