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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 | $101,667 | $48,364+110.2% | $71,796+41.6% | $62,881+61.7% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 7.29% | 13.16%-5.9pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,882 | $1,042+80.6% | $1,924-2.2% | $2,281-17.5% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $19,687 | $3,771+422.0% | $4,815+308.9% | $4,296+358.3% |