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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 | $144,459 | $58,828+145.6% | $78,002+85.2% | $62,881+129.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.24% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $18,870 | $1,672+1028.8% | $2,470+663.9% | $2,281+727.3% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $496 | $4,393-88.7% | $5,481-90.9% | $4,296-88.5% |