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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 | $214,750 | $82,678+159.7% | $125,391+71.3% | $68,490+213.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 10.44% | -5.97%+16.4pp | 572.41%-562.0pp | -7.85%+18.3pp |
| Employer contribution / active EE | $15,155 | $3,382+348.1% | $4,816+214.7% | $2,597+483.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,138 | $6,277+13.7% | $10,009-28.7% | $5,403+32.1% |