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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 | $151,985 | $48,053+216.3% | $84,637+79.6% | $72,976+108.3% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 19.92% | 37.39%-17.5pp | 258.82%-238.9pp | 81.02%-61.1pp |
| Employer contribution / active EE | $6,985 | $1,602+336.0% | $2,653+163.2% | $2,440+186.2% |
| Participant deferral / active EE | $6,628 | $2,681+147.2% | $3,900+69.9% | $3,608+83.7% |
| Admin fee / account holder | $27,319 | $3,395+704.6% | $4,914+455.9% | $5,124+433.1% |