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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 | $215,143 | $106,749+101.5% | $145,433+47.9% | $82,448+160.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 43.43% | 27.59%+15.8pp | 66.58%-23.1pp | 41.64%+1.8pp |
| Employer contribution / active EE | $18,843 | $3,444+447.1% | $4,554+313.7% | $2,551+638.7% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,559 | $8,390-81.4% | $13,129-88.1% | $7,234-78.5% |