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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 | $193,460 | $98,760+95.9% | $149,710+29.2% | $79,860+142.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.03% | 27.43%-8.4pp | 276.63%-257.6pp | 31.72%-12.7pp |
| Employer contribution / active EE | $9,661 | $3,217+200.3% | $4,645+108.0% | $2,471+291.0% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $11,864 | $6,053+96.0% | $9,309+27.4% | $5,306+123.6% |