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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 | $119,733 | $80,812+48.2% | $160,784-25.5% | $82,448+45.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 17.87% | 100.59%-82.7pp | 1803.92%-1786.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $8,031 | $2,174+269.4% | $3,733+115.1% | $2,551+214.8% |
| Participant deferral / active EE | $0 | $4,335-100.0% | $6,293-100.0% | $4,139-100.0% |
| Admin fee / account holder | $762 | $7,695-90.1% | $9,717-92.2% | $7,234-89.5% |