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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 | $56,063+85.3% | $76,051+36.6% | $80,911+28.4% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.32% | 20.54%-8.2pp | 360.42%-348.1pp | 35.63%-23.3pp |
| Employer contribution / active EE | $17,380 | $1,874+827.4% | $2,690+546.2% | $2,756+530.7% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $10,372 | $5,240+97.9% | $6,416+61.7% | $6,935+49.6% |