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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 | $144,430 | $108,882+32.6% | $96,754+49.3% | $154,746-6.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 13.76% | 98.39%-84.6pp | 82.04%-68.3pp | 172.34%-158.6pp |
| Employer contribution / active EE | $7,820 | $3,018+159.1% | $2,679+191.9% | $4,379+78.6% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $11,995 | $10,200+17.6% | $8,905+34.7% | $14,365-16.5% |