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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 | $146,985 | $102,065+44.0% | $453,569-67.6% | $85,851+71.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 25.12% | 25.44%-0.3pp | 64.43%-39.3pp | 318.63%-293.5pp |
| Employer contribution / active EE | $6,897 | $2,852+141.9% | $4,072+69.4% | $2,565+168.8% |
| Participant deferral / active EE | $0 | $4,789-100.0% | $6,211-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,691 | $5,717-52.9% | $11,214-76.0% | $6,261-57.0% |