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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 | $225,299 | $64,311+250.3% | $57,356+292.8% | $125,389+79.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 4.16% | 25.14%-21.0pp | 24.41%-20.2pp | 282.24%-278.1pp |
| Employer contribution / active EE | $13,000 | $3,193+307.2% | $2,689+383.5% | $4,866+167.2% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $9,121 | $5,243+73.9% | $3,357+171.7% | $9,541-4.4% |