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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 | $125,000 | $65,364+91.2% | $92,909+34.5% | $72,975+71.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 40.08% | 42.11%-2.0pp | 109.44%-69.4pp | 81.01%-40.9pp |
| Employer contribution / active EE | $20,059 | $2,594+673.2% | $3,653+449.1% | $2,440+722.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,121 | $4,251+138.1% | $5,795+74.6% | $5,124+97.5% |