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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 | $103,142 | $100,060+3.1% | $149,721-31.1% | $70,126+47.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.66% | 27.46%-12.8pp | 1501.67%-1487.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $3,110 | $3,661-15.1% | $5,444-42.9% | $2,343+32.7% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,443 | $8,285-10.2% | $11,282-34.0% | $4,645+60.2% |