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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 | $117,002 | $82,678+41.5% | $125,391-6.7% | $68,490+70.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 34.74% | -5.97%+40.7pp | 572.41%-537.7pp | -7.85%+42.6pp |
| Employer contribution / active EE | $3,846 | $3,382+13.7% | $4,816-20.1% | $2,597+48.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,697 | $6,277-73.0% | $10,009-83.0% | $5,403-68.6% |