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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 | $124,579 | $82,678+50.7% | $125,391-0.6% | $68,490+81.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 15.15% | -5.97%+21.1pp | 572.41%-557.3pp | -7.85%+23.0pp |
| Employer contribution / active EE | $3,888 | $3,382+15.0% | $4,816-19.3% | $2,597+49.7% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $20,075 | $6,277+219.8% | $10,009+100.6% | $5,403+271.6% |