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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 | $99,261 | $115,814-14.3% | $101,275-2.0% | $158,982-37.6% |
| Participation rate | 94.4% | 79.4%+15.1pp | 75.8%+18.6pp | 82.0%+12.5pp |
| Annual return | 10.81% | 56.16%-45.3pp | 46.48%-35.7pp | 302.99%-292.2pp |
| Employer contribution / active EE | $9,722 | $4,176+132.8% | $3,660+165.6% | $4,763+104.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $658 | $7,249-90.9% | $5,948-88.9% | $11,252-94.2% |