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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 | $87,428 | $63,346+38.0% | $92,240-5.2% | $70,126+24.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.67% | 530.19%-515.5pp | 176.29%-161.6pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,935 | $2,471+18.8% | $3,680-20.2% | $2,343+25.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,419 | $3,841-11.0% | $5,194-34.2% | $4,645-26.4% |