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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 | $80,590 | $85,766-6.0% | $136,295-40.9% | $70,131+14.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.94% | 31.45%-14.5pp | 5155.97%-5139.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $11,459 | $2,966+286.3% | $4,695+144.1% | $2,342+389.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $775 | $5,420-85.7% | $9,243-91.6% | $4,645-83.3% |