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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 | $78,635 | $51,631+52.3% | $129,397-39.2% | $80,925-2.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.38% | 20.77%-8.4pp | 9453.98%-9441.6pp | 35.65%-23.3pp |
| Employer contribution / active EE | $3,868 | $1,583+144.4% | $4,154-6.9% | $2,756+40.3% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,790 | $4,309+34.4% | $7,679-24.6% | $6,940-16.6% |