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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 | $102,385-17.6% | $147,080-42.7% | $80,935+4.2% |
| Participation rate | 97.8% | 75.9%+22.0pp | 82.2%+15.6pp | 67.7%+30.2pp |
| Annual return | 21.29% | 135.09%-113.8pp | 420.17%-398.9pp | 35.66%-14.4pp |
| Employer contribution / active EE | $6,235 | $3,717+67.8% | $4,933+26.4% | $2,757+126.2% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,427 | $7,951-56.9% | $12,989-73.6% | $6,924-50.5% |