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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 | $185,414 | $85,766+116.2% | $136,298+36.0% | $70,126+164.4% |
| Participation rate | 98.8% | 74.2%+24.7pp | 81.9%+16.9pp | 69.5%+29.3pp |
| Annual return | 14.55% | 31.46%-16.9pp | 5156.27%-5141.7pp | 73.15%-58.6pp |
| Employer contribution / active EE | $7,818 | $2,966+163.6% | $4,696+66.5% | $2,343+233.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,105 | $5,421+252.4% | $9,244+106.7% | $4,645+311.3% |