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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 | $105,395 | $112,915-6.7% | $90,965+15.9% | $158,950-33.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.73% | 215.75%-208.0pp | 134.57%-126.8pp | 302.91%-295.2pp |
| Employer contribution / active EE | $7,166 | $2,894+147.6% | $2,122+237.7% | $4,762+50.5% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,105 | $8,044-86.3% | $5,960-81.5% | $11,248-90.2% |