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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 | $95,169 | $53,127+79.1% | $86,597+9.9% | $70,131+35.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 18.11% | 27.66%-9.5pp | 964.96%-946.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $5,501 | $2,068+166.0% | $2,840+93.7% | $2,342+134.8% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,250 | $3,585-65.1% | $4,906-74.5% | $4,645-73.1% |