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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 | $142,496 | $85,766+66.1% | $136,298+4.5% | $70,126+103.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 25.38% | 31.46%-6.1pp | 5156.27%-5130.9pp | 73.15%-47.8pp |
| Employer contribution / active EE | $3,569 | $2,966+20.3% | $4,696-24.0% | $2,343+52.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,275 | $5,421-76.5% | $9,244-86.2% | $4,645-72.6% |