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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 | $132,666 | $57,352+131.3% | $83,831+58.3% | $64,173+106.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 37.06% | 11.38%+25.7pp | 850.99%-813.9pp | 7.63%+29.4pp |
| Employer contribution / active EE | $12,838 | $2,546+404.3% | $3,631+253.5% | $2,381+439.2% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,314 | $4,046-18.1% | $5,479-39.5% | $4,887-32.2% |