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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 | $232,439 | $95,383+143.7% | $185,837+25.1% | $85,856+170.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.31% | 23.59%-9.3pp | 122.08%-107.8pp | 318.58%-304.3pp |
| Employer contribution / active EE | $12,533 | $3,313+278.3% | $5,168+142.5% | $2,565+388.6% |
| Participant deferral / active EE | $19,115 | $3,423+458.4% | $5,568+243.3% | $3,952+383.7% |
| Admin fee / account holder | $48,060 | $7,213+566.3% | $16,241+195.9% | $6,261+667.7% |