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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 | $219,254 | $94,529+131.9% | $140,019+56.6% | $64,181+241.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 3.34% | 7.77%-4.4pp | 651.15%-647.8pp | 7.63%-4.3pp |
| Employer contribution / active EE | $9,878 | $3,812+159.1% | $5,605+76.2% | $2,381+314.9% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $5,533 | $6,741-17.9% | $10,705-48.3% | $4,887+13.2% |