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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 | $243,432 | $101,752+139.2% | $164,928+47.6% | $80,911+200.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 19.51% | 16.73%+2.8pp | 70.08%-50.6pp | 35.63%-16.1pp |
| Employer contribution / active EE | $14,156 | $2,953+379.3% | $4,343+225.9% | $2,756+413.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,909 | $8,218-52.4% | $12,684-69.2% | $6,935-43.6% |