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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 | $91,429 | $70,418+29.8% | $96,570-5.3% | $85,847+6.5% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.58% | 18.59%-7.0pp | 37.79%-26.2pp | 318.61%-307.0pp |
| Employer contribution / active EE | $8,654 | $1,413+512.3% | $2,357+267.1% | $2,565+237.3% |
| Participant deferral / active EE | $0 | $2,894-100.0% | $3,849-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,732 | $4,995-25.3% | $6,182-39.6% | $6,261-40.4% |