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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 | $232,434 | $89,367+160.1% | $141,191+64.6% | $72,975+218.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.49% | 111.87%-91.4pp | 71.41%-50.9pp | 81.01%-60.5pp |
| Employer contribution / active EE | $9,750 | $3,115+213.0% | $4,736+105.9% | $2,440+299.6% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,308 | $5,957-78.0% | $10,264-87.3% | $5,124-74.5% |