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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 | $111,187 | $102,382+8.6% | $147,005-24.4% | $80,874+37.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 25.99% | 134.89%-108.9pp | 418.76%-392.8pp | 35.62%-9.6pp |
| Employer contribution / active EE | $6,250 | $3,715+68.2% | $4,934+26.7% | $2,756+126.8% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $8,348 | $7,942+5.1% | $13,006-35.8% | $6,935+20.4% |