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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 | $124,698 | $57,352+117.4% | $83,831+48.7% | $64,173+94.3% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.48% | 11.38%-10.9pp | 850.99%-850.5pp | 7.63%-7.2pp |
| Employer contribution / active EE | $11,320 | $2,546+344.7% | $3,631+211.8% | $2,381+375.5% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,016 | $4,046+48.7% | $5,479+9.8% | $4,887+23.1% |