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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 | $142,227 | $55,930+154.3% | $76,089+86.9% | $80,925+75.8% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 12.43% | 20.58%-8.1pp | 360.94%-348.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $7,380 | $1,866+295.5% | $2,690+174.4% | $2,756+167.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $22,985 | $5,241+338.6% | $6,418+258.1% | $6,940+231.2% |