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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 | $111,420 | $69,248+60.9% | $64,101+73.8% | $139,466-20.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.72% | 45.95%-34.2pp | 33.72%-22.0pp | 373.66%-361.9pp |
| Employer contribution / active EE | $5,795 | $3,185+82.0% | $2,749+110.8% | $4,754+21.9% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $838 | $4,247-80.3% | $3,070-72.7% | $11,409-92.7% |