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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 | $103,857 | $55,902+85.8% | $76,030+36.6% | $80,959+28.3% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.32% | 20.59%-8.3pp | 361.54%-349.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $17,380 | $1,867+831.0% | $2,688+546.7% | $2,757+530.4% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,372 | $5,239+98.0% | $6,421+61.5% | $6,925+49.8% |