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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 | $237,441 | $99,994+137.5% | $146,643+61.9% | $85,847+176.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 16.31% | 18.93%-2.6pp | 22.75%-6.4pp | 318.61%-302.3pp |
| Employer contribution / active EE | $9,543 | $2,559+272.9% | $4,137+130.7% | $2,565+272.0% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $39,123 | $7,703+407.9% | $10,280+280.6% | $6,261+524.9% |