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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 | $94,028 | $85,766+9.6% | $136,298-31.0% | $70,126+34.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.12% | 31.46%-14.3pp | 5156.27%-5139.2pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,290 | $5,051+83.9% | $6,247+48.7% | $3,332+178.8% |
| Admin fee / account holder | $5,415 | $5,421-0.1% | $9,244-41.4% | $4,645+16.6% |