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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 | $99,445 | $50,554+96.7% | $67,681+46.9% | $87,485+13.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 14.82% | 17.81%-3.0pp | 590.58%-575.8pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,558 | $2,961-13.6% | $3,976-35.7% | $4,274-40.1% |
| Admin fee / account holder | $4,199 | $4,132+1.6% | $6,100-31.2% | $7,775-46.0% |