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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 | $64,799 | $63,346+2.3% | $92,240-29.7% | $70,126-7.6% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 23.36% | 530.19%-506.8pp | 176.29%-152.9pp | 73.15%-49.8pp |
| Employer contribution / active EE | $8,400 | $2,471+239.9% | $3,680+128.3% | $2,343+258.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,706 | $3,841+74.6% | $5,194+29.1% | $4,645+44.4% |