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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 | $147,788 | $75,962+94.6% | $154,111-4.1% | $64,173+130.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 9.53% | 30.32%-20.8pp | 735.18%-725.7pp | 7.63%+1.9pp |
| Employer contribution / active EE | $10,126 | $3,350+202.3% | $5,298+91.1% | $2,381+325.3% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $33,367 | $5,589+497.0% | $13,411+148.8% | $4,887+582.7% |