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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 | $149,639 | $129,239+15.8% | $93,419+60.2% | $158,966-5.9% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 10.60% | 118.21%-107.6pp | 78.05%-67.4pp | 302.95%-292.3pp |
| Employer contribution / active EE | $2,520 | $2,711-7.0% | $2,075+21.5% | $4,762-47.1% |
| Participant deferral / active EE | $0 | $3,909-100.0% | $3,126-100.0% | $5,983-100.0% |
| Admin fee / account holder | $714 | $7,383-90.3% | $5,230-86.4% | $11,250-93.7% |