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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 | $84,315 | $102,422-17.7% | $147,117-42.7% | $80,959+4.1% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 21.29% | 135.16%-113.9pp | 420.54%-399.2pp | 35.67%-14.4pp |
| Employer contribution / active EE | $6,235 | $3,717+67.7% | $4,932+26.4% | $2,757+126.2% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,427 | $7,953-56.9% | $12,993-73.6% | $6,925-50.5% |