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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 | $56,654 | $71,873-21.2% | $86,698-34.7% | $68,490-17.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 137.10% | 3.54%+133.6pp | 35.96%+101.1pp | -7.85%+145.0pp |
| Employer contribution / active EE | $12,059 | $2,173+454.9% | $2,837+325.1% | $2,597+364.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,028 | $6,110-50.5% | $7,492-59.6% | $5,403-44.0% |