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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 | $128,011 | $45,566+180.9% | $64,105+99.7% | $59,633+114.7% |
| Participation rate | 100.0% | 60.2%+39.8pp | 68.2%+31.8pp | 68.7%+31.3pp |
| Annual return | 0.23% | 4.95%-4.7pp | 791.24%-791.0pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $7,890 | $934+744.6% | $1,820+333.5% | $2,203+258.2% |
| Participant deferral / active EE | $4,219 | $2,057+105.2% | $2,822+49.5% | $3,192+32.2% |
| Admin fee / account holder | $551 | $3,268-83.1% | $4,499-87.8% | $4,297-87.2% |