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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 | $121,325 | $85,171+42.4% | $172,753-29.8% | $72,976+66.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 16.03% | 27.32%-11.3pp | 803.00%-787.0pp | 81.02%-65.0pp |
| Employer contribution / active EE | $3,125 | $3,324-6.0% | $5,144-39.3% | $2,440+28.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,541 | $5,880+28.2% | $13,956-46.0% | $5,124+47.2% |