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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 | $178,107 | $100,041+78.0% | $149,718+19.0% | $70,131+154.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 26.13% | 27.43%-1.3pp | 1501.67%-1475.5pp | 73.14%-47.0pp |
| Employer contribution / active EE | $10,606 | $3,662+189.7% | $5,445+94.8% | $2,342+352.8% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,938 | $8,286+44.1% | $11,283+5.8% | $4,645+157.0% |