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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 | $173,334 | $94,529+83.4% | $140,019+23.8% | $64,173+170.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 4.01% | 7.77%-3.8pp | 651.15%-647.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $22,528 | $3,812+490.9% | $5,605+301.9% | $2,381+846.2% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $8,684 | $6,741+28.8% | $10,705-18.9% | $4,887+77.7% |