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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 | $86,725 | $83,337+4.1% | $67,834+27.8% | $273,972-68.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.76% | 259.45%-252.7pp | 138.47%-131.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $4,130 | $3,287+25.6% | $2,403+71.8% | $4,869-15.2% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,170 | $6,752-67.9% | $4,622-53.1% | $10,133-78.6% |