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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 | $122,438 | $58,311+110.0% | $81,882+49.5% | $80,959+51.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 11.24% | 41.85%-30.6pp | 779.47%-768.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $12,507 | $2,347+433.0% | $2,916+328.9% | $2,757+353.6% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,809 | $4,752+1.2% | $7,360-34.7% | $6,925-30.6% |