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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 | $85,415 | $118,877-28.1% | $96,570-11.6% | $167,536-49.0% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 13.89% | 50.50%-36.6pp | 37.79%-23.9pp | 478.82%-464.9pp |
| Employer contribution / active EE | $4,545 | $3,121+45.7% | $2,357+92.8% | $4,839-6.1% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $5,196 | $8,069-35.6% | $6,182-15.9% | $12,315-57.8% |