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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 | $105,490 | $86,288+22.3% | $111,306-5.2% | $85,851+22.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.32% | 19.99%-7.7pp | 54.67%-42.3pp | 318.63%-306.3pp |
| Employer contribution / active EE | $11,344 | $2,044+455.1% | $2,732+315.3% | $2,565+342.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,698 | $8,189-42.6% | $7,966-41.0% | $6,261-25.0% |