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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 | $221,153 | $85,766+157.9% | $136,298+62.3% | $70,126+215.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.15% | 31.46%-7.3pp | 5156.27%-5132.1pp | 73.15%-49.0pp |
| Employer contribution / active EE | $8,826 | $2,966+197.6% | $4,696+88.0% | $2,343+276.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $29,307 | $5,421+440.7% | $9,244+217.0% | $4,645+530.9% |