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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 | $75,711 | $106,749-29.1% | $145,433-47.9% | $82,448-8.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 111.29% | 27.59%+83.7pp | 66.58%+44.7pp | 41.64%+69.6pp |
| Employer contribution / active EE | $12,253 | $3,444+255.7% | $4,554+169.0% | $2,551+380.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,095 | $8,390+8.4% | $13,129-30.7% | $7,234+25.7% |