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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 | $128,498 | $94,529+35.9% | $140,019-8.2% | $64,181+100.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 0.31% | 7.77%-7.5pp | 651.15%-650.8pp | 7.63%-7.3pp |
| Employer contribution / active EE | $16,250 | $3,812+326.2% | $5,605+189.9% | $2,381+582.6% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $26,738 | $6,741+296.7% | $10,705+149.8% | $4,887+447.1% |