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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 | $81,836 | $103,392-20.8% | $87,104-6.0% | $152,897-46.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 17.35% | 28.10%-10.7pp | 28.19%-10.8pp | 345.43%-328.1pp |
| Employer contribution / active EE | $5,000 | $3,221+55.2% | $2,521+98.3% | $4,764+5.0% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,048-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23,016 | $12,194+88.8% | $7,491+207.3% | $11,599+98.4% |