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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 | $80,774 | $58,258+38.6% | $81,820-1.3% | $80,925-0.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.10% | 41.76%-29.7pp | 777.93%-765.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $9,474 | $2,345+304.0% | $2,915+225.0% | $2,756+243.7% |
| Participant deferral / active EE | $0 | $3,284-100.0% | $4,323-100.0% | $4,299-100.0% |
| Admin fee / account holder | $30,388 | $4,976+510.6% | $7,391+311.2% | $6,940+337.9% |