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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 | $117,615 | $124,346-5.4% | $111,306+5.7% | $167,553-29.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 27.71% | 37.46%-9.7pp | 54.67%-27.0pp | 478.89%-451.2pp |
| Employer contribution / active EE | $5,723 | $3,438+66.5% | $2,732+109.5% | $4,840+18.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,488-100.0% | $6,343-100.0% |
| Admin fee / account holder | $8,362 | $10,623-21.3% | $7,966+5.0% | $12,316-32.1% |