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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 | $139,544 | $85,766+62.7% | $136,298+2.4% | $70,126+99.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 38.75% | 31.46%+7.3pp | 5156.27%-5117.5pp | 73.15%-34.4pp |
| Employer contribution / active EE | $792 | $2,966-73.3% | $4,696-83.1% | $2,343-66.2% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,053 | $5,421-62.1% | $9,244-77.8% | $4,645-55.8% |