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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 | $114,175 | $133,998-14.8% | $112,263+1.7% | $134,545-15.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 22.62% | 47.17%-24.6pp | 27.49%-4.9pp | 418.37%-395.7pp |
| Employer contribution / active EE | $11,364 | $4,040+181.3% | $3,636+212.5% | $4,742+139.7% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,136 | $7,493-18.1% | $6,410-4.3% | $11,431-46.3% |