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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 | $195,439 | $98,240+98.9% | $82,312+137.4% | $147,586+32.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.80% | 30.85%-21.1pp | 25.88%-16.1pp | 578.59%-568.8pp |
| Employer contribution / active EE | $5,000 | $3,192+56.7% | $2,428+105.9% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $5,630 | $8,563-34.3% | $5,608+0.4% | $10,886-48.3% |