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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 | $90,248 | $109,872-17.9% | $98,483-8.4% | $167,536-46.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.95% | 1959.31%-1939.4pp | 1494.38%-1474.4pp | 478.82%-458.9pp |
| Employer contribution / active EE | $2,763 | $3,225-14.3% | $2,961-6.7% | $4,839-42.9% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $7,799 | $6,757+15.4% | $5,953+31.0% | $12,315-36.7% |