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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 | $101,345 | $107,368-5.6% | $92,915+9.1% | $152,909-33.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 17.15% | 145.64%-128.5pp | 109.45%-92.3pp | 345.46%-328.3pp |
| Employer contribution / active EE | $26,890 | $4,222+536.8% | $3,653+636.0% | $4,764+464.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,002 | $7,082-85.8% | $5,796-82.7% | $11,601-91.4% |