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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 | $178,000 | $232,540-23.5% | $185,117-3.8% | $147,586+20.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.05% | 43.03%-26.0pp | 40.50%-23.5pp | 578.59%-561.5pp |
| Employer contribution / active EE | $7,478 | $5,195+43.9% | $4,182+78.8% | $4,876+53.4% |
| Participant deferral / active EE | $0 | $5,834-100.0% | $5,045-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,701 | $10,275-83.4% | $8,159-79.2% | $10,886-84.4% |