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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 | $116,150 | $133,983-13.3% | $112,244+3.5% | $134,493-13.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 1.35% | 47.13%-45.8pp | 27.46%-26.1pp | 418.01%-416.7pp |
| Employer contribution / active EE | $8,333 | $4,039+106.3% | $3,635+129.2% | $4,740+75.8% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $26,271 | $7,490+250.7% | $6,411+309.8% | $11,425+129.9% |