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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 | $120,918 | $49,891+142.4% | $80,607+50.0% | $75,181+60.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 22.49% | 34.67%-12.2pp | 936.11%-913.6pp | 160.69%-138.2pp |
| Employer contribution / active EE | $3,333 | $1,698+96.3% | $2,724+22.4% | $2,671+24.8% |
| Participant deferral / active EE | $0 | $2,991-100.0% | $4,448-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,627 | $3,578+1.4% | $5,379-32.6% | $5,650-35.8% |