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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 | $166,691 | $94,529+76.3% | $140,019+19.0% | $64,173+159.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 13.17% | 7.77%+5.4pp | 651.15%-638.0pp | 7.63%+5.5pp |
| Employer contribution / active EE | $25,484 | $3,812+568.4% | $5,605+354.6% | $2,381+970.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,128 | $6,741-9.1% | $10,705-42.8% | $4,887+25.4% |