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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 | $144,598 | $47,944+201.6% | $67,834+113.2% | $62,881+130.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 16.10% | 11.77%+4.3pp | 138.47%-122.4pp | 20.14%-4.0pp |
| Employer contribution / active EE | $6,667 | $1,562+326.8% | $2,403+177.4% | $2,281+192.3% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,944 | $3,712+141.0% | $4,622+93.5% | $4,296+108.2% |