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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 | $95,935 | $78,682+21.9% | $109,188-12.1% | $85,851+11.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.67% | 25.09%-6.4pp | 25.76%-7.1pp | 318.63%-300.0pp |
| Employer contribution / active EE | $1,934 | $2,734-29.3% | $3,723-48.1% | $2,565-24.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $4,768 | $5,470-12.8% | $6,755-29.4% | $6,261-23.8% |