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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 | $164,458 | $47,944+243.0% | $67,834+142.4% | $62,881+161.5% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 25.98% | 11.77%+14.2pp | 138.47%-112.5pp | 20.14%+5.8pp |
| Employer contribution / active EE | $4,786 | $1,562+206.4% | $2,403+99.1% | $2,281+109.8% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $23,139 | $3,712+523.4% | $4,622+400.6% | $4,296+438.7% |