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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 | $82,648 | $83,337-0.8% | $67,834+21.8% | $273,972-69.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 4.60% | 259.45%-254.8pp | 138.47%-133.9pp | 41.46%-36.9pp |
| Employer contribution / active EE | $6,202 | $3,287+88.7% | $2,403+158.1% | $4,869+27.4% |
| Participant deferral / active EE | $4,025 | $4,088-1.5% | $3,160+27.4% | $5,287-23.9% |
| Admin fee / account holder | $24,816 | $6,752+267.5% | $4,622+436.9% | $10,133+144.9% |