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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 | $119,149 | $93,346+27.6% | $71,796+66.0% | $273,972-56.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.23% | 130.39%-123.2pp | 78.04%-70.8pp | 41.46%-34.2pp |
| Employer contribution / active EE | $10,000 | $2,733+265.9% | $1,924+419.6% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,636 | $6,571-75.1% | $4,815-66.0% | $10,133-83.9% |