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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 | $158,685 | $115,810+37.0% | $101,271+56.7% | $158,966-0.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.93% | 56.15%-46.2pp | 46.48%-36.5pp | 302.95%-293.0pp |
| Employer contribution / active EE | $13,333 | $4,175+219.3% | $3,660+264.3% | $4,762+180.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,439 | $7,248-80.2% | $5,948-75.8% | $11,250-87.2% |