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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 | $83,786 | $63,433+32.1% | $63,803+31.3% | $64,097+30.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 55.2%+44.8pp |
| Annual return | 11.21% | 20.74%-9.5pp | 543.72%-532.5pp | 34.64%-23.4pp |
| Employer contribution / active EE | $2,598 | $2,332+11.4% | $2,532+2.6% | $1,891+37.4% |
| Participant deferral / active EE | $3,991 | $3,119+28.0% | $3,843+3.8% | $3,080+29.6% |
| Admin fee / account holder | $8,876 | $1,489+495.9% | $5,196+70.8% | $3,454+156.9% |