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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 | $144,610 | $105,284+37.4% | $150,734-4.1% | $94,015+53.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 10.96% | 15.67%-4.7pp | 600.81%-589.8pp | 17.84%-6.9pp |
| Employer contribution / active EE | $20,316 | $3,599+464.5% | $4,918+313.1% | $2,790+628.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $10,722 | $9,839+9.0% | $14,905-28.1% | $8,951+19.8% |