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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 | $114,111 | $107,363+6.3% | $92,909+22.8% | $152,897-25.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.57% | 145.63%-125.1pp | 109.44%-88.9pp | 345.43%-324.9pp |
| Employer contribution / active EE | $8,152 | $4,222+93.1% | $3,653+123.1% | $4,764+71.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,245 | $7,082-54.2% | $5,795-44.0% | $11,599-72.0% |