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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 | $94,154 | $118,877-20.8% | $96,570-2.5% | $167,536-43.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.68% | 50.50%-30.8pp | 37.79%-18.1pp | 478.82%-459.1pp |
| Employer contribution / active EE | $8,684 | $3,121+178.3% | $2,357+268.4% | $4,839+79.5% |
| Participant deferral / active EE | $6,479 | $4,617+40.3% | $3,849+68.3% | $6,342+2.2% |
| Admin fee / account holder | $1,171 | $8,069-85.5% | $6,182-81.1% | $12,315-90.5% |