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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 | $25,550 | $98,766-74.1% | $149,730-82.9% | $79,852-68.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 45.42% | 27.43%+18.0pp | 276.70%-231.3pp | 31.72%+13.7pp |
| Employer contribution / active EE | $7,425 | $3,217+130.8% | $4,645+59.8% | $2,471+200.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,800 | $6,052-37.2% | $9,310-59.2% | $5,306-28.4% |