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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 | $97,889 | $102,638-4.6% | $81,982+19.4% | $158,982-38.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 19.74% | 61.05%-41.3pp | 41.31%-21.6pp | 302.99%-283.2pp |
| Employer contribution / active EE | $44,558 | $3,241+1274.8% | $2,498+1683.5% | $4,763+835.5% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $489 | $8,237-94.1% | $5,665-91.4% | $11,252-95.7% |