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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 | $72,294 | $61,125+18.3% | $94,057-23.1% | $87,485-17.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 13.92% | 35.20%-21.3pp | 480.62%-466.7pp | 26.06%-12.1pp |
| Employer contribution / active EE | $7,141 | $2,136+234.2% | $2,933+143.5% | $2,596+175.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $5,413 | $5,629-3.8% | $7,244-25.3% | $7,775-30.4% |