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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 | $118,058 | $69,541+69.8% | $59,899+97.1% | $135,380-12.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 37.01% | 7.95%+29.1pp | 3.46%+33.5pp | 519.81%-482.8pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,357 | $4,206+51.2% | $3,402+86.8% | $5,609+13.3% |
| Admin fee / account holder | $30,052 | $5,737+423.8% | $3,592+736.6% | $10,828+177.5% |