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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 | $77,816 | $85,766-9.3% | $136,298-42.9% | $70,126+11.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.31% | 31.46%-17.1pp | 5156.27%-5142.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $7,446 | $2,966+151.0% | $4,696+58.6% | $2,343+217.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,086 | $5,421-43.1% | $9,244-66.6% | $4,645-33.6% |