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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 | $101,518 | $85,171+19.2% | $172,753-41.2% | $72,976+39.1% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 18.80% | 27.32%-8.5pp | 803.00%-784.2pp | 81.02%-62.2pp |
| Employer contribution / active EE | $15,772 | $3,324+374.5% | $5,144+206.6% | $2,440+546.4% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $716 | $5,880-87.8% | $13,956-94.9% | $5,124-86.0% |