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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 | $48,327+51.5% | $67,575+8.3% | $80,935-9.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.28% | 18.31%-7.0pp | 3528.98%-3517.7pp | 35.66%-24.4pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,888 | $2,927-35.5% | $4,003-52.8% | $4,299-56.1% |
| Admin fee / account holder | $4,738 | $3,692+28.3% | $3,993+18.7% | $6,924-31.6% |