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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 | $114,105 | $89,367+27.7% | $141,191-19.2% | $72,975+56.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.94% | 111.87%-91.9pp | 71.41%-51.5pp | 81.01%-61.1pp |
| Employer contribution / active EE | $1,875 | $3,115-39.8% | $4,736-60.4% | $2,440-23.2% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,055 | $5,957-48.7% | $10,264-70.2% | $5,124-40.4% |