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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 | $79,960 | $51,184+56.2% | $66,439+20.4% | $86,983-8.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.5%+25.5pp | 69.5%+30.5pp |
| Annual return | 11.42% | 17.07%-5.6pp | 757.66%-746.2pp | 25.83%-14.4pp |
| Employer contribution / active EE | $1,370 | $2,023-32.3% | $2,637-48.0% | $2,584-47.0% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $3,876-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,332 | $4,154+76.5% | $6,173+18.8% | $7,856-6.7% |