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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 | $102,944 | $78,694+30.8% | $67,653+52.2% | $125,388-17.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 3.50% | 9.46%-6.0pp | 6625.22%-6621.7pp | 282.24%-278.7pp |
| Employer contribution / active EE | $5,941 | $3,044+95.2% | $2,266+162.2% | $4,866+22.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $3,968 | $7,403-46.4% | $4,821-17.7% | $9,541-58.4% |