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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 | $108,282 | $85,766+26.3% | $136,298-20.6% | $70,126+54.4% |
| Participation rate | 90.4% | 74.2%+16.2pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 27.08% | 31.46%-4.4pp | 5156.27%-5129.2pp | 73.15%-46.1pp |
| Employer contribution / active EE | $3,012 | $2,966+1.6% | $4,696-35.9% | $2,343+28.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,213 | $5,421-77.6% | $9,244-86.9% | $4,645-73.9% |