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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 | $127,494 | $47,944+165.9% | $67,834+88.0% | $62,881+102.8% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 5.71% | 11.77%-6.1pp | 138.47%-132.8pp | 20.14%-14.4pp |
| Employer contribution / active EE | $10,582 | $1,562+577.4% | $2,403+340.3% | $2,281+363.9% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $10,453 | $3,712+181.6% | $4,622+126.1% | $4,296+143.3% |