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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 | $130,938 | $69,977+87.1% | $108,582+20.6% | $62,881+108.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.06% | 10.73%-3.7pp | -51.70%+58.8pp | 20.14%-13.1pp |
| Employer contribution / active EE | $3,379 | $2,135+58.3% | $3,758-10.1% | $2,281+48.1% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $49,458 | $5,076+874.3% | $7,645+546.9% | $4,296+1051.3% |