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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 | $171,063 | $63,346+170.0% | $92,239+85.5% | $70,124+143.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.09% | 530.19%-516.1pp | 176.29%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $9,035 | $2,471+265.6% | $3,680+145.5% | $2,342+285.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,070 | $3,841+6.0% | $5,194-21.7% | $4,645-12.4% |