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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 | $89,979 | $112,935-20.3% | $90,970-1.1% | $158,966-43.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.53% | 215.79%-203.3pp | 134.58%-122.1pp | 302.95%-290.4pp |
| Employer contribution / active EE | $3,333 | $2,895+15.2% | $2,122+57.0% | $4,762-30.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,763 | $8,045-15.9% | $5,960+13.5% | $11,250-39.9% |