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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 | $111,940 | $82,678+35.4% | $125,391-10.7% | $68,490+63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 8.18% | -5.97%+14.2pp | 572.41%-564.2pp | -7.85%+16.0pp |
| Employer contribution / active EE | $14,488 | $3,382+328.4% | $4,816+200.8% | $2,597+457.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,284 | $6,277-63.6% | $10,009-77.2% | $5,403-57.7% |