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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 | $56,060+153.7% | $76,002+87.1% | $80,874+75.9% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 12.43% | 20.54%-8.1pp | 360.07%-347.6pp | 35.62%-23.2pp |
| Employer contribution / active EE | $7,380 | $1,873+293.9% | $2,688+174.5% | $2,756+167.8% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $22,985 | $5,237+338.9% | $6,414+258.4% | $6,935+231.4% |