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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 | $151,876 | $83,337+82.2% | $67,834+123.9% | $273,972-44.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.04% | 259.45%-252.4pp | 138.47%-131.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $4,846 | $3,287+47.4% | $2,403+101.6% | $4,869-0.5% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11,221 | $6,752+66.2% | $4,622+142.8% | $10,133+10.7% |