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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 | $90,453 | $78,694+14.9% | $67,653+33.7% | $125,388-27.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 5.52% | 9.46%-3.9pp | 6625.22%-6619.7pp | 282.24%-276.7pp |
| Employer contribution / active EE | $8,670 | $3,044+184.9% | $2,266+282.7% | $4,866+78.2% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,318 | $7,403-82.2% | $4,821-72.7% | $9,541-86.2% |