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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 | $56,777 | $93,346-39.2% | $71,796-20.9% | $273,972-79.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 13.35% | 130.39%-117.0pp | 78.04%-64.7pp | 41.46%-28.1pp |
| Employer contribution / active EE | $4,346 | $2,733+59.0% | $1,924+125.8% | $4,869-10.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,516 | $6,571+197.0% | $4,815+305.3% | $10,133+92.6% |