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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 | $162,515 | $99,875+62.7% | $146,866+10.7% | $86,983+86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.81% | 28.10%-14.3pp | 102.85%-89.0pp | 25.83%-12.0pp |
| Employer contribution / active EE | $4,800 | $3,224+48.9% | $4,425+8.5% | $2,584+85.7% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,776 | $7,838-77.3% | $13,620-87.0% | $7,856-77.4% |