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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 | $123,262 | $115,780+6.5% | $101,255+21.7% | $158,931-22.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.95% | 56.14%-45.2pp | 46.48%-35.5pp | 302.86%-291.9pp |
| Employer contribution / active EE | $27,862 | $4,175+567.4% | $3,660+661.3% | $4,761+485.2% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,324 | $7,246-81.7% | $5,946-77.7% | $11,247-88.2% |