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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 | $96,650 | $100,901-4.2% | $75,501+28.0% | $147,586-34.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 17.02% | 35.78%-18.8pp | 27.35%-10.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,139 | $3,253-3.5% | $2,352+33.5% | $4,876-35.6% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,910 | $11,285-47.6% | $5,801+1.9% | $10,886-45.7% |