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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 | $73,216 | $48,337+51.5% | $67,560+8.4% | $80,959-9.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.28% | 18.26%-7.0pp | 3533.50%-3522.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,888 | $2,928-35.5% | $4,004-52.8% | $4,300-56.1% |
| Admin fee / account holder | $4,738 | $3,695+28.2% | $3,994+18.6% | $6,925-31.6% |