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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 | $224,165 | $63,346+253.9% | $92,240+143.0% | $70,126+219.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.15% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $7,898 | $2,471+219.6% | $3,680+114.6% | $2,343+237.1% |
| Participant deferral / active EE | $8,888 | $2,854+211.5% | $3,897+128.1% | $3,332+166.8% |
| Admin fee / account holder | $25,833 | $3,841+572.6% | $5,194+397.3% | $4,645+456.1% |