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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 | $98,145 | $107,363-8.6% | $92,909+5.6% | $152,897-35.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.25% | 145.63%-126.4pp | 109.44%-90.2pp | 345.43%-326.2pp |
| Employer contribution / active EE | $9,140 | $4,222+116.5% | $3,653+150.2% | $4,764+91.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,509 | $7,082-78.7% | $5,795-74.0% | $11,599-87.0% |