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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 | $99,369 | $183,539-45.9% | $155,556-36.1% | $145,897-31.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.54% | 61.31%-29.8pp | 64.84%-33.3pp | 552.29%-520.8pp |
| Employer contribution / active EE | $99,000 | $5,315+1762.6% | $4,675+2017.4% | $4,663+2023.3% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $102,411 | $19,275+431.3% | $15,885+544.7% | $13,390+664.8% |