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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 | $48,277+51.7% | $67,511+8.5% | $80,874-9.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 11.28% | 18.27%-7.0pp | 3517.41%-3506.1pp | 35.62%-24.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,888 | $2,926-35.5% | $4,000-52.8% | $4,297-56.1% |
| Admin fee / account holder | $4,738 | $3,687+28.5% | $3,999+18.5% | $6,935-31.7% |