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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 | $92,009 | $99,652-7.7% | $78,778+16.8% | $147,586-37.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 16.64% | 47.28%-30.6pp | 35.62%-19.0pp | 578.59%-562.0pp |
| Employer contribution / active EE | $3,714 | $2,796+32.9% | $1,986+87.1% | $4,876-23.8% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,094 | $7,155-56.8% | $5,134-39.7% | $10,886-71.6% |