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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 | $109,146 | $82,678+32.0% | $125,391-13.0% | $68,490+59.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 20.81% | -5.97%+26.8pp | 572.41%-551.6pp | -7.85%+28.7pp |
| Employer contribution / active EE | $6,595 | $3,382+95.0% | $4,816+36.9% | $2,597+154.0% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,787 | $6,277+151.5% | $10,009+57.7% | $5,403+192.2% |