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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 | $133,846 | $62,592+113.8% | $85,709+56.2% | $85,847+55.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 32.16% | 23.77%+8.4pp | 21.49%+10.7pp | 318.61%-286.4pp |
| Employer contribution / active EE | $1,632 | $1,755-7.0% | $2,619-37.7% | $2,565-36.4% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $612 | $4,643-86.8% | $6,876-91.1% | $6,261-90.2% |