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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 | $102,382+120.9% | $147,005+53.9% | $80,874+179.7% |
| Participation rate | 98.9% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 12.72% | 134.89%-122.2pp | 418.76%-406.0pp | 35.62%-22.9pp |
| Employer contribution / active EE | $19,683 | $3,715+429.8% | $4,934+298.9% | $2,756+614.3% |
| Participant deferral / active EE | $0 | $6,646-100.0% | $8,070-100.0% | $4,297-100.0% |
| Admin fee / account holder | $3,841 | $7,942-51.6% | $13,006-70.5% | $6,935-44.6% |