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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 | $101,732 | $99,994+1.7% | $146,643-30.6% | $85,847+18.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.33% | 18.93%-6.6pp | 22.75%-10.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $5,345 | $2,559+108.9% | $4,137+29.2% | $2,565+108.3% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,258 | $7,703-83.7% | $10,280-87.8% | $6,261-79.9% |