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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 | $75,850 | $99,652-23.9% | $78,778-3.7% | $147,586-48.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 8.97% | 47.28%-38.3pp | 35.62%-26.6pp | 578.59%-569.6pp |
| Employer contribution / active EE | $7,143 | $2,796+155.5% | $1,986+259.7% | $4,876+46.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,380 | $7,155-24.8% | $5,134+4.8% | $10,886-50.6% |