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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 | $60,942 | $55,902+9.0% | $76,030-19.8% | $80,959-24.7% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 60.73% | 20.59%+40.1pp | 361.54%-300.8pp | 35.67%+25.1pp |
| Employer contribution / active EE | $29,540 | $1,867+1482.4% | $2,688+999.2% | $2,757+971.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,787 | $5,239-8.6% | $6,421-25.4% | $6,925-30.9% |