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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 | $144,013 | $108,212+33.1% | $77,513+85.8% | $158,966-9.4% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.39% | 31.67%-19.3pp | 54.81%-42.4pp | 302.95%-290.6pp |
| Employer contribution / active EE | $2,632 | $1,325+98.7% | $987+166.8% | $4,762-44.7% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $301 | $3,709-91.9% | $2,859-89.5% | $11,250-97.3% |