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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 | $83,826 | $77,419+8.3% | $69,461+20.7% | $152,885-45.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 7.25% | 39.07%-31.8pp | 28.97%-21.7pp | 345.39%-338.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,448 | $4,414+136.7% | $3,536+195.5% | $5,851+78.6% |
| Admin fee / account holder | $1,384 | $6,207-77.7% | $3,840-64.0% | $11,598-88.1% |