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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 | $133,560 | $93,346+43.1% | $71,796+86.0% | $273,972-51.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 10.89% | 130.39%-119.5pp | 78.04%-67.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $17,550 | $2,733+542.1% | $1,924+812.0% | $4,869+260.5% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $567 | $6,571-91.4% | $4,815-88.2% | $10,133-94.4% |