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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 | $83,581 | $85,024-1.7% | $70,544+18.5% | $139,466-40.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 17.68% | 30.39%-12.7pp | 32.79%-15.1pp | 373.66%-356.0pp |
| Employer contribution / active EE | $6,250 | $3,912+59.8% | $2,976+110.0% | $4,754+31.5% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,240 | $8,928-86.1% | $6,427-80.7% | $11,409-89.1% |