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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 | $91,759 | $99,994-8.2% | $146,643-37.4% | $85,847+6.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.62% | 18.93%-6.3pp | 22.75%-10.1pp | 318.61%-306.0pp |
| Employer contribution / active EE | $5,056 | $2,559+97.6% | $4,137+22.2% | $2,565+97.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,885 | $7,703-62.5% | $10,280-71.9% | $6,261-53.9% |