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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 | $240,435 | $85,766+180.3% | $136,298+76.4% | $70,126+242.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.07% | 31.46%-13.4pp | 5156.27%-5138.2pp | 73.15%-55.1pp |
| Employer contribution / active EE | $3,133 | $2,966+5.6% | $4,696-33.3% | $2,343+33.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $948 | $5,421-82.5% | $9,244-89.7% | $4,645-79.6% |