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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 | $67,838 | $81,476-16.7% | $102,383-33.7% | $80,925-16.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 103.72% | 25.59%+78.1pp | 24.94%+78.8pp | 35.65%+68.1pp |
| Employer contribution / active EE | $35,052 | $3,105+1029.0% | $3,870+805.7% | $2,756+1171.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,689 | $6,717-30.2% | $8,391-44.1% | $6,940-32.4% |