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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 | $76,864 | $78,425-2.0% | $95,956-19.9% | $79,858-3.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 13.20% | 19.37%-6.2pp | 91.63%-78.4pp | 31.72%-18.5pp |
| Employer contribution / active EE | $4,792 | $1,945+146.3% | $2,541+88.6% | $2,471+93.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17,094 | $5,622+204.1% | $6,797+151.5% | $5,306+222.2% |