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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 | $155,000 | $82,674+87.5% | $125,358+23.6% | $68,498+126.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 5.05% | -5.97%+11.0pp | 572.03%-567.0pp | -7.84%+12.9pp |
| Employer contribution / active EE | $12,328 | $3,381+264.6% | $4,814+156.1% | $2,596+374.8% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,447-100.0% | $4,027-100.0% |
| Admin fee / account holder | $9,525 | $6,276+51.8% | $10,007-4.8% | $5,403+76.3% |