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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 | $64,411 | $53,837+19.6% | $75,714-14.9% | $85,847-25.0% |
| Participation rate | 96.7% | 69.1%+27.6pp | 74.8%+21.8pp | 69.3%+27.3pp |
| Annual return | 14.67% | 24.54%-9.9pp | 104.62%-90.0pp | 318.61%-303.9pp |
| Employer contribution / active EE | $5,842 | $2,017+189.6% | $2,744+112.9% | $2,565+127.7% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $356 | $3,339-89.3% | $3,619-90.2% | $6,261-94.3% |