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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 | $127,970 | $65,367+95.8% | $92,915+37.7% | $72,976+75.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 18.25% | 42.11%-23.9pp | 109.45%-91.2pp | 81.02%-62.8pp |
| Employer contribution / active EE | $33,592 | $2,594+1195.1% | $3,653+819.4% | $2,440+1276.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $15,454 | $4,251+263.5% | $5,796+166.7% | $5,124+201.6% |