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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 | $102,292 | $104,479-2.1% | $159,474-35.9% | $79,391+28.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 35.39% | 67.98%-32.6pp | 263.68%-228.3pp | 116.88%-81.5pp |
| Employer contribution / active EE | $9,606 | $3,417+181.1% | $4,831+98.8% | $2,428+295.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $7,353-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2,039 | $711+186.7% | $10,802-81.1% | $627+225.5% |