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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 | $91,379 | $98,766-7.5% | $149,730-39.0% | $79,852+14.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.68% | 27.43%-9.7pp | 276.70%-259.0pp | 31.72%-14.0pp |
| Employer contribution / active EE | $10,513 | $3,217+226.8% | $4,645+126.3% | $2,471+325.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,646 | $6,052-23.2% | $9,310-50.1% | $5,306-12.4% |