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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 | $81,713 | $82,674-1.2% | $125,381-34.8% | $68,486+19.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 29.87% | -5.97%+35.8pp | 572.31%-542.4pp | -7.85%+37.7pp |
| Employer contribution / active EE | $5,039 | $3,382+49.0% | $4,815+4.7% | $2,597+94.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,734 | $6,277-72.4% | $10,007-82.7% | $5,404-67.9% |