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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 | $179,575 | $89,370+100.9% | $141,197+27.2% | $72,976+146.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 26.16% | 111.88%-85.7pp | 71.41%-45.2pp | 81.02%-54.9pp |
| Employer contribution / active EE | $12,763 | $3,115+309.7% | $4,736+169.5% | $2,440+423.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $6,784 | $5,957+13.9% | $10,265-33.9% | $5,124+32.4% |