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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 | $130,625 | $72,404+80.4% | $110,243+18.5% | $64,173+103.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 5.57% | -6.29%+11.9pp | 314.76%-309.2pp | 7.63%-2.1pp |
| Employer contribution / active EE | $4,850 | $2,282+112.6% | $3,827+26.7% | $2,381+103.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,657 | $5,664-35.4% | $8,548-57.2% | $4,887-25.2% |