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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 | $172,259 | $78,690+118.9% | $161,489+6.7% | $87,485+96.9% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 18.18% | 32.74%-14.6pp | 89.72%-71.5pp | 26.06%-7.9pp |
| Employer contribution / active EE | $4,724 | $2,588+82.5% | $4,268+10.7% | $2,596+81.9% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,405 | $6,724-49.4% | $16,006-78.7% | $7,775-56.2% |