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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 | $215,937 | $149,679+44.3% | $117,039+84.5% | $147,586+46.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 16.92% | 19.31%-2.4pp | 18.95%-2.0pp | 578.59%-561.7pp |
| Employer contribution / active EE | $9,500 | $4,937+92.4% | $3,785+151.0% | $4,876+94.8% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6,000 | $7,856-23.6% | $5,974+0.4% | $10,886-44.9% |