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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 | $72,075 | $43,423+66.0% | $78,676-8.4% | $55,167+30.6% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 5.95% | 11.53%-5.6pp | 62.19%-56.2pp | 169.23%-163.3pp |
| Employer contribution / active EE | $4,416 | $1,997+121.2% | $2,850+55.0% | $1,963+125.0% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,517-100.0% | $3,054-100.0% |
| Admin fee / account holder | $540 | $416+29.9% | $4,510-88.0% | $504+7.3% |