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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 | $78,938 | $82,678-4.5% | $125,391-37.0% | $68,490+15.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 16.24% | -5.97%+22.2pp | 572.41%-556.2pp | -7.85%+24.1pp |
| Employer contribution / active EE | $7,692 | $3,382+127.4% | $4,816+59.7% | $2,597+196.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,230 | $6,277-80.4% | $10,009-87.7% | $5,403-77.2% |