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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 | $64,844 | $102,065-36.5% | $453,569-85.7% | $85,847-24.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 34.47% | 25.44%+9.0pp | 64.43%-30.0pp | 318.61%-284.1pp |
| Employer contribution / active EE | $4,179 | $2,852+46.6% | $4,072+2.6% | $2,565+62.9% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,538 | $5,717+31.9% | $11,214-32.8% | $6,261+20.4% |