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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 | $94,422 | $89,367+5.7% | $141,191-33.1% | $72,975+29.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.93% | 111.87%-89.9pp | 71.41%-49.5pp | 81.01%-59.1pp |
| Employer contribution / active EE | $5,743 | $3,115+84.4% | $4,736+21.3% | $2,440+135.4% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,183 | $5,957-63.4% | $10,264-78.7% | $5,124-57.4% |