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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 | $55,256 | $65,395-15.5% | $182,540-69.7% | $72,975-24.3% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 18.55% | 27.68%-9.1pp | 148.58%-130.0pp | 81.01%-62.5pp |
| Employer contribution / active EE | $8,161 | $1,911+327.0% | $4,076+100.2% | $2,440+234.5% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,057 | $4,245+89.8% | $8,593-6.2% | $5,124+57.2% |