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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 | $71,210 | $64,324+10.7% | $118,914-40.1% | $79,856-10.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 22.03% | 86.45%-64.4pp | 35.89%-13.9pp | 31.71%-9.7pp |
| Employer contribution / active EE | $5,922 | $1,836+222.5% | $3,264+81.4% | $2,471+139.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,266-100.0% | $3,741-100.0% |
| Admin fee / account holder | $5,942 | $4,040+47.1% | $6,582-9.7% | $5,306+12.0% |