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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 | $95,489 | $100,060-4.6% | $149,721-36.2% | $70,126+36.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 31.95% | 27.46%+4.5pp | 1501.67%-1469.7pp | 73.15%-41.2pp |
| Employer contribution / active EE | $15,302 | $3,661+318.0% | $5,444+181.1% | $2,343+553.2% |
| Participant deferral / active EE | $0 | $4,982-100.0% | $6,568-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,417 | $8,285-82.9% | $11,282-87.4% | $4,645-69.5% |