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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 | $67,064 | $58,234+15.2% | $81,783-18.0% | $80,874-17.1% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 84.65% | 41.70%+42.9pp | 775.05%-690.4pp | 35.62%+49.0pp |
| Employer contribution / active EE | $6,577 | $2,341+180.9% | $2,913+125.8% | $2,756+138.7% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,320-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,414 | $4,982-51.5% | $7,380-67.3% | $6,935-65.2% |