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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 | $150,032 | $85,766+74.9% | $136,298+10.1% | $70,126+113.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.92% | 31.46%-12.5pp | 5156.27%-5137.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $7,109 | $2,966+139.7% | $4,696+51.4% | $2,343+203.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,302 | $5,421+53.2% | $9,244-10.2% | $4,645+78.7% |