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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 | $56,718 | $49,177+15.3% | $79,466-28.6% | $64,173-11.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 11.69% | -1.16%+12.8pp | 718.28%-706.6pp | 7.63%+4.1pp |
| Employer contribution / active EE | $4,000 | $2,076+92.7% | $2,800+42.8% | $2,381+68.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,484 | $3,839+68.9% | $5,104+27.0% | $4,887+32.7% |