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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 | $85,994 | $185,905-53.7% | $170,057-49.4% | $139,487-38.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.76% | 60.56%-43.8pp | 53.42%-36.7pp | 373.84%-357.1pp |
| Employer contribution / active EE | $13,394 | $7,597+76.3% | $6,790+97.3% | $4,755+181.7% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $8,206 | $15,397-46.7% | $12,826-36.0% | $11,407-28.1% |