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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 | $109,092 | $110,039-0.9% | $97,260+12.2% | $145,884-25.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.25% | 244.44%-234.2pp | 75.54%-65.3pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,131 | $3,074-63.2% | $2,721-58.4% | $4,662-75.7% |
| Participant deferral / active EE | $1,131 | $4,674-75.8% | $4,262-73.5% | $6,690-83.1% |
| Admin fee / account holder | $661 | $6,204-89.3% | $5,640-88.3% | $13,392-95.1% |