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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 | $112,915-20.3% | $90,965-1.1% | $158,950-43.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.53% | 215.75%-203.2pp | 134.57%-122.0pp | 302.91%-290.4pp |
| Employer contribution / active EE | $3,333 | $2,894+15.2% | $2,122+57.1% | $4,762-30.0% |
| Participant deferral / active EE | $0 | $4,128-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $6,763 | $8,044-15.9% | $5,960+13.5% | $11,248-39.9% |