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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 | $89,058 | $82,678+7.7% | $125,391-29.0% | $68,490+30.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 61.38% | -5.97%+67.4pp | 572.41%-511.0pp | -7.85%+69.2pp |
| Employer contribution / active EE | $3,214 | $3,382-5.0% | $4,816-33.3% | $2,597+23.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,813 | $6,277-7.4% | $10,009-41.9% | $5,403+7.6% |