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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 | $81,098 | $106,894-24.1% | $84,016-3.5% | $152,870-46.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 11.74% | 104.99%-93.2pp | 71.31%-59.6pp | 345.34%-333.6pp |
| Employer contribution / active EE | $2,894 | $2,734+5.8% | $1,983+45.9% | $4,763-39.2% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $1,850 | $8,286-77.7% | $6,101-69.7% | $11,597-84.0% |