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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 | $91,917 | $105,210-12.6% | $159,487-42.4% | $85,851+7.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 12.66% | 45.08%-32.4pp | 263.71%-251.0pp | 318.63%-306.0pp |
| Employer contribution / active EE | $3,947 | $3,319+18.9% | $4,831-18.3% | $2,565+53.9% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,354-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,031 | $6,934-27.4% | $10,804-53.4% | $6,261-19.6% |