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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 | $225,676 | $106,923+111.1% | $84,023+168.6% | $152,909+47.6% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 11.81% | 105.02%-93.2pp | 71.32%-59.5pp | 345.46%-333.7pp |
| Employer contribution / active EE | $8,803 | $2,735+221.8% | $1,984+343.7% | $4,764+84.8% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,853 | $8,289-41.5% | $6,102-20.5% | $11,601-58.2% |