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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 | $100,016 | $72,404+38.1% | $110,243-9.3% | $64,173+55.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 26.70% | -6.29%+33.0pp | 314.76%-288.1pp | 7.63%+19.1pp |
| Employer contribution / active EE | $15,556 | $2,282+581.8% | $3,827+306.5% | $2,381+553.4% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,085 | $5,664-10.2% | $8,548-40.5% | $4,887+4.0% |