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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 | $121,521 | $99,079+22.6% | $78,002+55.8% | $273,972-55.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 13.08% | 217.93%-204.8pp | 425.99%-412.9pp | 41.46%-28.4pp |
| Employer contribution / active EE | $1,316 | $3,308-60.2% | $2,470-46.7% | $4,869-73.0% |
| Participant deferral / active EE | $0 | $4,306-100.0% | $3,497-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,704 | $8,954-58.6% | $5,481-32.4% | $10,133-63.4% |