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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 | $115,251 | $100,901+14.2% | $75,501+52.6% | $147,586-21.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.4%+27.6pp | 82.8%+17.2pp |
| Annual return | 12.58% | 35.78%-23.2pp | 27.35%-14.8pp | 578.59%-566.0pp |
| Employer contribution / active EE | $1,250 | $3,253-61.6% | $2,352-46.8% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $4,027-100.0% | $3,142-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,958 | $11,285-73.8% | $5,801-49.0% | $10,886-72.8% |