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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 | $231,396 | $83,485+177.2% | $125,192+84.8% | $72,975+217.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.65% | 25.77%-9.1pp | 43.79%-27.1pp | 81.01%-64.4pp |
| Employer contribution / active EE | $7,692 | $2,346+227.9% | $3,866+99.0% | $2,440+215.2% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $23,624 | $5,518+328.1% | $9,704+143.5% | $5,124+361.0% |