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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 | $71,137 | $77,817-8.6% | $123,553-42.4% | $64,173+10.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 45.59% | 12.49%+33.1pp | 119.21%-73.6pp | 7.63%+38.0pp |
| Employer contribution / active EE | $7,218 | $3,014+139.5% | $4,628+56.0% | $2,381+203.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,998 | $5,519-45.7% | $9,284-67.7% | $4,887-38.7% |