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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 | $87,069 | $58,275+49.4% | $81,844+6.4% | $80,935+7.6% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.12% | 41.82%-30.7pp | 778.87%-767.7pp | 35.66%-24.5pp |
| Employer contribution / active EE | $5,216 | $2,346+122.4% | $2,916+78.9% | $2,757+89.2% |
| Participant deferral / active EE | $0 | $3,285-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,787 | $4,749+106.1% | $7,355+33.1% | $6,924+41.3% |