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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 | $226,198 | $102,422+120.8% | $147,117+53.8% | $80,959+179.4% |
| Participation rate | 98.9% | 75.9%+23.0pp | 82.2%+16.7pp | 67.7%+31.2pp |
| Annual return | 12.72% | 135.16%-122.4pp | 420.54%-407.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $19,683 | $3,717+429.5% | $4,932+299.1% | $2,757+613.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,841 | $7,953-51.7% | $12,993-70.4% | $6,925-44.5% |