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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 | $68,146 | $82,678-17.6% | $125,391-45.7% | $68,490-0.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 35.26% | -5.97%+41.2pp | 572.41%-537.1pp | -7.85%+43.1pp |
| Employer contribution / active EE | $4,306 | $3,382+27.3% | $4,816-10.6% | $2,597+65.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,406 | $6,277-13.9% | $10,009-46.0% | $5,403+0.1% |