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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 | $111,826 | $103,038+8.5% | $90,324+23.8% | $152,909-26.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.16% | 95.25%-76.1pp | 78.15%-59.0pp | 345.46%-326.3pp |
| Employer contribution / active EE | $14,039 | $3,141+347.0% | $2,856+391.6% | $4,764+194.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,947 | $6,177+12.5% | $5,356+29.7% | $11,601-40.1% |