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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 | $158,033 | $47,944+229.6% | $67,834+133.0% | $62,881+151.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 10.93% | 11.77%-0.8pp | 138.47%-127.5pp | 20.14%-9.2pp |
| Employer contribution / active EE | $5,291 | $1,562+238.7% | $2,403+120.2% | $2,281+132.0% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $764 | $3,712-79.4% | $4,622-83.5% | $4,296-82.2% |