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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 | $70,358 | $69,274+1.6% | $64,097+9.8% | $139,487-49.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.52% | 46.00%-34.5pp | 33.75%-22.2pp | 373.84%-362.3pp |
| Employer contribution / active EE | $8,081 | $3,187+153.6% | $2,750+193.9% | $4,755+70.0% |
| Participant deferral / active EE | $0 | $4,685-100.0% | $3,881-100.0% | $6,713-100.0% |
| Admin fee / account holder | $4,797 | $4,247+13.0% | $3,070+56.3% | $11,407-57.9% |