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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 | $89,338 | $48,327+84.9% | $67,575+32.2% | $80,935+10.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.27% | 18.31%-4.0pp | 3528.98%-3514.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,542 | $2,927-13.2% | $4,003-36.5% | $4,299-40.9% |
| Admin fee / account holder | $1,345 | $3,692-63.6% | $3,993-66.3% | $6,924-80.6% |