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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 | $109,240 | $118,877-8.1% | $96,570+13.1% | $167,536-34.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.88% | 50.50%-38.6pp | 37.79%-25.9pp | 478.82%-466.9pp |
| Employer contribution / active EE | $15,859 | $3,121+408.2% | $2,357+572.8% | $4,839+227.7% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $29,352 | $8,069+263.8% | $6,182+374.8% | $12,315+138.4% |