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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 | $81,337 | $56,116+44.9% | $135,768-40.1% | $86,983-6.5% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 14.65% | 125.33%-110.7pp | 526.10%-511.4pp | 25.83%-11.2pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,975 | $2,690+84.9% | $3,977+25.1% | $4,194+18.6% |
| Admin fee / account holder | $6,747 | $4,314+56.4% | $7,048-4.3% | $7,856-14.1% |