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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 | $83,692 | $61,787+35.5% | $97,197-13.9% | $80,925+3.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 18.57% | -558.16%+576.7pp | 75.47%-56.9pp | 35.65%-17.1pp |
| Employer contribution / active EE | $13,452 | $1,836+632.6% | $2,723+394.0% | $2,756+388.0% |
| Participant deferral / active EE | $0 | $3,027-100.0% | $4,263-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,118 | $5,170-20.3% | $5,637-26.9% | $6,940-40.7% |