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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 | $103,077 | $85,766+20.2% | $136,298-24.4% | $70,126+47.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.71% | 31.46%-5.7pp | 5156.27%-5130.6pp | 73.15%-47.4pp |
| Employer contribution / active EE | $12,340 | $2,966+316.1% | $4,696+162.8% | $2,343+426.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,209 | $5,421-3.9% | $9,244-43.6% | $4,645+12.1% |