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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 | $110,310 | $152,619-27.7% | $125,195-11.9% | $152,909-27.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 12.21% | 54.85%-42.6pp | 43.79%-31.6pp | 345.46%-333.2pp |
| Employer contribution / active EE | $11,658 | $4,947+135.6% | $3,866+201.6% | $4,764+144.7% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,958 | $13,437-78.0% | $9,704-69.5% | $11,601-74.5% |