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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 | $124,679 | $149,679-16.7% | $117,039+6.5% | $147,586-15.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 9.75% | 19.31%-9.6pp | 18.95%-9.2pp | 578.59%-568.8pp |
| Employer contribution / active EE | $1,875 | $4,937-62.0% | $3,785-50.5% | $4,876-61.5% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $55,797 | $7,856+610.2% | $5,974+834.0% | $10,886+412.6% |