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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 | $108,081 | $77,419+39.6% | $69,461+55.6% | $152,885-29.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.34% | 39.07%-25.7pp | 28.97%-15.6pp | 345.39%-332.1pp |
| Employer contribution / active EE | $4,059 | $3,315+22.4% | $2,779+46.1% | $4,763-14.8% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,879 | $6,207-69.7% | $3,840-51.1% | $11,598-83.8% |