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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 | $87,329 | $102,385-14.7% | $147,080-40.6% | $80,935+7.9% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 26.74% | 135.09%-108.4pp | 420.17%-393.4pp | 35.66%-8.9pp |
| Employer contribution / active EE | $6,432 | $3,717+73.1% | $4,933+30.4% | $2,757+133.3% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,320 | $7,951-70.8% | $12,989-82.1% | $6,924-66.5% |