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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 | $182,561 | $87,106+109.6% | $105,607+72.9% | $80,935+125.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 11.52% | 17.01%-5.5pp | 116.11%-104.6pp | 35.66%-24.1pp |
| Employer contribution / active EE | $8,795 | $2,396+267.0% | $3,167+177.7% | $2,757+219.0% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,011-100.0% | $4,299-100.0% |
| Admin fee / account holder | $31,508 | $8,447+273.0% | $10,958+187.5% | $6,924+355.0% |