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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 | $63,100 | $106,923-41.0% | $84,023-24.9% | $152,909-58.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 8.34% | 105.02%-96.7pp | 71.32%-63.0pp | 345.46%-337.1pp |
| Employer contribution / active EE | $3,999 | $2,735+46.2% | $1,984+101.6% | $4,764-16.1% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,717 | $8,289-67.2% | $6,102-55.5% | $11,601-76.6% |