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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 | $109,415 | $114,119-4.1% | $107,187+2.1% | $138,895-21.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 14.08% | 273.21%-259.1pp | 204.55%-190.5pp | 145.39%-131.3pp |
| Employer contribution / active EE | $7,597 | $4,059+87.2% | $3,782+100.9% | $4,194+81.1% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $6,296 | $10,024-37.2% | $9,162-31.3% | $12,562-49.9% |