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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 | $70,225 | $77,449-9.3% | $69,483+1.1% | $152,909-54.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 17.74% | 39.09%-21.4pp | 28.99%-11.2pp | 345.46%-327.7pp |
| Employer contribution / active EE | $11,660 | $3,316+251.7% | $2,780+319.5% | $4,764+144.8% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,986 | $6,210+189.6% | $3,841+368.3% | $11,601+55.0% |