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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 | $221,676 | $118,877+86.5% | $96,570+129.5% | $167,536+32.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.27% | 50.50%-35.2pp | 37.79%-22.5pp | 478.82%-463.5pp |
| Employer contribution / active EE | $7,500 | $3,121+140.3% | $2,357+218.2% | $4,839+55.0% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,676 | $8,069+69.5% | $6,182+121.2% | $12,315+11.1% |