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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 | $78,695 | $81,664-3.6% | $70,476+11.7% | $158,966-50.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 19.62% | 208.59%-189.0pp | 109.12%-89.5pp | 302.95%-283.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,738-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,139 | $4,556-75.0% | $3,710-69.3% | $5,983-81.0% |
| Admin fee / account holder | $4,743 | $6,197-23.5% | $3,847+23.3% | $11,250-57.8% |