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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 | $119,733 | $91,086+31.4% | $203,872-41.3% | $86,983+37.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | 17.87% | 22.30%-4.4pp | 85.11%-67.2pp | 25.83%-8.0pp |
| Employer contribution / active EE | $8,031 | $2,063+289.2% | $3,757+113.7% | $2,584+210.7% |
| Participant deferral / active EE | $0 | $4,019-100.0% | $6,388-100.0% | $4,194-100.0% |
| Admin fee / account holder | $762 | $8,987-91.5% | $11,730-93.5% | $7,856-90.3% |