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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 | $94,191 | $90,691+3.9% | $76,119+23.7% | $145,884-35.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.34% | 624.52%-613.2pp | 361.25%-349.9pp | 551.85%-540.5pp |
| Employer contribution / active EE | $3,333 | $3,329+0.1% | $2,693+23.8% | $4,662-28.5% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,814 | $8,383-54.5% | $6,421-40.6% | $13,392-71.5% |