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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 | $80,289 | $95,975-16.3% | $74,552+7.7% | $135,382-40.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 15.79% | 56.96%-41.2pp | 32.53%-16.7pp | 519.77%-504.0pp |
| Employer contribution / active EE | $1,183 | $2,716-56.4% | $1,961-39.7% | $4,779-75.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,533 | $6,522-61.2% | $5,060-49.9% | $10,829-76.6% |