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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 | $155,714 | $82,678+88.3% | $125,391+24.2% | $68,490+127.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 31.08% | -5.97%+37.1pp | 572.41%-541.3pp | -7.85%+38.9pp |
| Employer contribution / active EE | $9,455 | $3,382+179.5% | $4,816+96.3% | $2,597+264.1% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,613 | $6,277+21.3% | $10,009-23.9% | $5,403+40.9% |