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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 | $89,807 | $75,832+18.4% | $147,617-39.2% | $59,633+50.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 28.38% | 0.37%+28.0pp | 61.98%-33.6pp | 2041.45%-2013.1pp |
| Employer contribution / active EE | $3,355 | $3,485-3.7% | $5,564-39.7% | $2,203+52.3% |
| Participant deferral / active EE | $4,076 | $3,131+30.2% | $4,895-16.7% | $3,192+27.7% |
| Admin fee / account holder | $20,240 | $5,986+238.2% | $11,612+74.3% | $4,297+371.0% |