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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 | $198,168 | $85,171+132.7% | $172,752+14.7% | $72,975+171.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 17.06% | 27.32%-10.3pp | 802.97%-785.9pp | 81.01%-63.9pp |
| Employer contribution / active EE | $10,220 | $3,324+207.5% | $5,144+98.7% | $2,440+318.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,788 | $5,880-18.6% | $13,955-65.7% | $5,124-6.6% |