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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 | $191,221 | $85,766+123.0% | $136,298+40.3% | $70,126+172.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.81% | 31.46%-16.6pp | 5156.27%-5141.5pp | 73.15%-58.3pp |
| Employer contribution / active EE | $9,542 | $2,966+221.7% | $4,696+103.2% | $2,343+307.4% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,678 | $5,421-13.7% | $9,244-49.4% | $4,645+0.7% |