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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 | $106,390 | $112,892-5.8% | $90,956+17.0% | $158,931-33.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.21% | 215.80%-203.6pp | 134.60%-122.4pp | 302.86%-290.6pp |
| Employer contribution / active EE | $7,500 | $2,893+159.2% | $2,122+253.5% | $4,761+57.5% |
| Participant deferral / active EE | $0 | $4,127-100.0% | $3,373-100.0% | $5,982-100.0% |
| Admin fee / account holder | $559 | $8,042-93.0% | $5,959-90.6% | $11,247-95.0% |