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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 | $226,120 | $123,793+82.7% | $177,848+27.1% | $79,856+183.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 15.85% | 22.82%-7.0pp | 48.33%-32.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $16,150 | $4,095+294.4% | $5,919+172.9% | $2,471+553.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $24,892 | $7,243+243.7% | $12,431+100.2% | $5,306+369.1% |