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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 | $109,268 | $104,924+4.1% | $84,623+29.1% | $152,885-28.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.06% | 373.82%-352.8pp | 258.77%-237.7pp | 345.39%-324.3pp |
| Employer contribution / active EE | $5,969 | $3,302+80.8% | $2,652+125.0% | $4,763+25.3% |
| Participant deferral / active EE | $0 | $4,689-100.0% | $3,899-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,557 | $6,242-59.0% | $4,913-48.0% | $11,598-78.0% |