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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 | $227,495 | $102,429+122.1% | $147,096+54.7% | $80,925+181.1% |
| Participation rate | 96.8% | 75.9%+20.9pp | 82.2%+14.6pp | 67.7%+29.1pp |
| Annual return | 15.75% | 135.02%-119.3pp | 419.75%-404.0pp | 35.65%-19.9pp |
| Employer contribution / active EE | $17,108 | $3,716+360.4% | $4,936+246.6% | $2,756+520.7% |
| Participant deferral / active EE | $0 | $6,649-100.0% | $8,071-100.0% | $4,299-100.0% |
| Admin fee / account holder | $3,176 | $7,957-60.1% | $13,005-75.6% | $6,940-54.2% |