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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 | $100,153 | $95,975+4.4% | $74,549+34.3% | $135,379-26.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.68% | 56.96%-51.3pp | 32.53%-26.8pp | 519.79%-514.1pp |
| Employer contribution / active EE | $6,278 | $2,716+131.1% | $1,961+220.1% | $4,779+31.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,488 | $6,522-46.5% | $5,059-31.0% | $10,828-67.8% |