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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 | $111,600 | $119,143-6.3% | $88,632+25.9% | $152,909-27.0% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.8%+31.2pp | 82.5%+17.5pp |
| Annual return | 7.13% | 48.12%-41.0pp | 43.75%-36.6pp | 345.46%-338.3pp |
| Employer contribution / active EE | $10,630 | $2,675+297.5% | $2,101+406.0% | $4,764+123.1% |
| Participant deferral / active EE | $0 | $3,555-100.0% | $2,917-100.0% | $5,851-100.0% |
| Admin fee / account holder | $6,177 | $5,875+5.1% | $4,308+43.4% | $11,601-46.8% |