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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 | $120,710 | $68,681+75.8% | $86,625+39.3% | $85,851+40.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 33.60% | 20.12%+13.5pp | 63.52%-29.9pp | 318.63%-285.0pp |
| Employer contribution / active EE | $13,666 | $1,880+626.7% | $2,496+447.5% | $2,565+432.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,700-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,819 | $5,974+81.1% | $5,830+85.6% | $6,261+72.8% |