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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 | $55,889+9.0% | $76,119-19.9% | $80,935-24.7% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 60.73% | 20.58%+40.2pp | 361.25%-300.5pp | 35.66%+25.1pp |
| Employer contribution / active EE | $29,540 | $1,866+1483.1% | $2,693+997.1% | $2,757+971.6% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $4,787 | $5,241-8.7% | $6,421-25.4% | $6,924-30.9% |