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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 | $87,098 | $105,198-17.2% | $159,455-45.4% | $85,856+1.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.05% | 45.08%-29.0pp | 263.63%-247.6pp | 318.58%-302.5pp |
| Employer contribution / active EE | $12,080 | $3,319+264.0% | $4,830+150.1% | $2,565+370.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,394 | $6,934+21.1% | $10,800-22.3% | $6,261+34.1% |