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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 | $86,576 | $55,902+54.9% | $76,030+13.9% | $80,959+6.9% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.96% | 20.59%-7.6pp | 361.54%-348.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $6,312 | $1,867+238.1% | $2,688+134.9% | $2,757+128.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,535 | $5,239+139.2% | $6,421+95.2% | $6,925+81.0% |