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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 | $104,914 | $72,426+44.9% | $67,560+55.3% | $145,897-28.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.70% | 7226.78%-7212.1pp | 3533.50%-3518.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,724 | $4,785+19.6% | $4,004+43.0% | $6,689-14.4% |
| Admin fee / account holder | $1,715 | $5,514-68.9% | $3,994-57.1% | $13,390-87.2% |