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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 | $55,889+54.9% | $76,119+13.7% | $80,935+7.0% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.96% | 20.58%-7.6pp | 361.25%-348.3pp | 35.66%-22.7pp |
| Employer contribution / active EE | $6,312 | $1,866+238.3% | $2,693+134.4% | $2,757+129.0% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $12,535 | $5,241+139.1% | $6,421+95.2% | $6,924+81.0% |