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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 | $91,364 | $73,102+25.0% | $123,553-26.1% | $56,289+62.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 55.51% | 3.01%+52.5pp | 119.21%-63.7pp | -9.96%+65.5pp |
| Employer contribution / active EE | $3,412 | $2,977+14.6% | $4,628-26.3% | $2,111+61.6% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,329 | $554+140.0% | $9,284-85.7% | $521+155.1% |