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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 | $175,327 | $85,766+104.4% | $136,298+28.6% | $70,126+150.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 21.03% | 31.46%-10.4pp | 5156.27%-5135.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $8,740 | $2,966+194.7% | $4,696+86.1% | $2,343+273.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,410 | $5,421-55.5% | $9,244-73.9% | $4,645-48.1% |