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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 | $118,922 | $82,678+43.8% | $125,391-5.2% | $68,490+73.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 8.70% | -5.97%+14.7pp | 572.41%-563.7pp | -7.85%+16.6pp |
| Employer contribution / active EE | $7,154 | $3,382+111.5% | $4,816+48.6% | $2,597+175.5% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,070 | $6,277-35.2% | $10,009-59.3% | $5,403-24.7% |