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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 | $86,656 | $90,486-4.2% | $78,676+10.1% | $273,972-68.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 21.78% | 75.62%-53.8pp | 62.19%-40.4pp | 41.46%-19.7pp |
| Employer contribution / active EE | $14,339 | $3,175+351.6% | $2,850+403.1% | $4,869+194.5% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,885 | $5,263+49.8% | $4,510+74.8% | $10,133-22.2% |