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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 | $134,785 | $82,678+63.0% | $125,391+7.5% | $68,490+96.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 18.45% | -5.97%+24.4pp | 572.41%-554.0pp | -7.85%+26.3pp |
| Employer contribution / active EE | $16,289 | $3,382+381.6% | $4,816+238.3% | $2,597+527.3% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $14,263 | $6,277+127.2% | $10,009+42.5% | $5,403+164.0% |