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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 | $119,201 | $105,200+13.3% | $159,474-25.3% | $85,847+38.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 18.49% | 45.08%-26.6pp | 263.68%-245.2pp | 318.61%-300.1pp |
| Employer contribution / active EE | $3,937 | $3,319+18.6% | $4,831-18.5% | $2,565+53.5% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,057 | $6,934-84.8% | $10,802-90.2% | $6,261-83.1% |