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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 | $85,708 | $77,416+10.7% | $69,464+23.4% | $152,897-43.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 13.63% | 39.08%-25.4pp | 28.98%-15.3pp | 345.43%-331.8pp |
| Employer contribution / active EE | $5,364 | $3,315+61.8% | $2,779+93.0% | $4,764+12.6% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,238 | $6,208-64.0% | $3,840-41.7% | $11,599-80.7% |