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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 | $123,944 | $232,540-46.7% | $185,117-33.0% | $147,586-16.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 10.88% | 43.03%-32.1pp | 40.50%-29.6pp | 578.59%-567.7pp |
| Employer contribution / active EE | $5,000 | $5,195-3.8% | $4,182+19.6% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,767 | $10,275-73.1% | $8,159-66.1% | $10,886-74.6% |