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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 | $200,428 | $115,814+73.1% | $101,275+97.9% | $158,982+26.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.58% | 56.16%-45.6pp | 46.48%-35.9pp | 302.99%-292.4pp |
| Employer contribution / active EE | $12,305 | $4,176+194.7% | $3,660+236.2% | $4,763+158.4% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,489 | $7,249-79.5% | $5,948-75.0% | $11,252-86.8% |