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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 | $200,101 | $94,529+111.7% | $140,019+42.9% | $64,173+211.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 5.15% | 7.77%-2.6pp | 651.17%-646.0pp | 7.63%-2.5pp |
| Employer contribution / active EE | $18,867 | $3,812+394.9% | $5,605+236.6% | $2,381+692.4% |
| Participant deferral / active EE | $0 | $5,250-100.0% | $6,927-100.0% | $3,470-100.0% |
| Admin fee / account holder | $10,875 | $6,741+61.3% | $10,705+1.6% | $4,887+122.5% |