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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 | $131,692 | $53,837+144.6% | $75,714+73.9% | $85,847+53.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 31.16% | 24.54%+6.6pp | 104.62%-73.5pp | 318.61%-287.4pp |
| Employer contribution / active EE | $8,238 | $2,017+308.4% | $2,744+200.3% | $2,565+221.1% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,820-100.0% | $3,952-100.0% |
| Admin fee / account holder | $28,175 | $3,339+743.8% | $3,619+678.6% | $6,261+350.0% |