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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 | $175,291 | $103,393+69.5% | $87,103+101.2% | $152,909+14.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.10% | 28.10%-13.0pp | 28.19%-13.1pp | 345.46%-330.4pp |
| Employer contribution / active EE | $5,472 | $3,221+69.9% | $2,521+117.0% | $4,764+14.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,935 | $12,195-51.3% | $7,491-20.8% | $11,601-48.8% |