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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 | $169,559 | $48,053+252.9% | $84,623+100.4% | $72,983+132.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 26.70% | 37.39%-10.7pp | 258.77%-232.1pp | 81.01%-54.3pp |
| Employer contribution / active EE | $7,062 | $1,602+340.8% | $2,652+166.2% | $2,440+189.4% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,899-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,170 | $3,395-65.6% | $4,913-76.2% | $5,124-77.2% |