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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 | $140,563 | $53,128+164.6% | $86,582+62.3% | $70,126+100.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.05% | 27.66%-12.6pp | 965.08%-950.0pp | 73.15%-58.1pp |
| Employer contribution / active EE | $7,210 | $2,068+248.7% | $2,839+153.9% | $2,343+207.8% |
| Participant deferral / active EE | $10,765 | $2,695+299.4% | $3,609+198.3% | $3,332+223.1% |
| Admin fee / account holder | $33,940 | $3,584+847.1% | $4,904+592.1% | $4,645+630.6% |