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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 | $242,113 | $102,422+136.4% | $147,117+64.6% | $80,959+199.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 18.36% | 135.16%-116.8pp | 420.54%-402.2pp | 35.67%-17.3pp |
| Employer contribution / active EE | $25,640 | $3,717+589.7% | $4,932+419.8% | $2,757+829.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $10,520 | $7,953+32.3% | $12,993-19.0% | $6,925+51.9% |