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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 | $168,126 | $78,707+113.6% | $117,861+42.6% | $70,126+139.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 13.72% | 23.30%-9.6pp | 335.11%-321.4pp | 73.15%-59.4pp |
| Employer contribution / active EE | $4,877 | $2,223+119.3% | $3,786+28.8% | $2,343+108.2% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $28,272 | $5,066+458.1% | $8,021+252.5% | $4,645+508.6% |