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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 | $24,958 | $65,364-61.8% | $92,909-73.1% | $72,975-65.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 78.08% | 42.11%+36.0pp | 109.44%-31.4pp | 81.01%-2.9pp |
| Employer contribution / active EE | $6,740 | $2,594+159.8% | $3,653+84.5% | $2,440+176.2% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $125,777 | $4,251+2858.6% | $5,795+2070.4% | $5,124+2354.7% |