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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 | $84,682 | $92,219-8.2% | $76,767+10.3% | $135,380-37.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 57.01% | 5.46%+51.6pp | 2.43%+54.6pp | 519.81%-462.8pp |
| Employer contribution / active EE | $9,811 | $3,216+205.1% | $2,485+294.8% | $4,779+105.3% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,206 | $10,749-88.8% | $6,675-81.9% | $10,828-88.9% |