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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 | $103,000 | $110,137-6.5% | $161,149-36.1% | $82,637+24.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 189.50% | 20.69%+168.8pp | 21.16%+168.3pp | 53.51%+136.0pp |
| Employer contribution / active EE | $6,810 | $2,856+138.5% | $4,360+56.2% | $2,552+166.8% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,318 | $9,467-54.4% | $15,194-71.6% | $7,339-41.2% |