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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 | $212,887 | $99,994+112.9% | $146,643+45.2% | $85,847+148.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.33% | 18.93%-7.6pp | 22.75%-11.4pp | 318.61%-307.3pp |
| Employer contribution / active EE | $10,502 | $2,559+310.4% | $4,137+153.9% | $2,565+309.4% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $16,719 | $7,703+117.1% | $10,280+62.6% | $6,261+167.1% |