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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 | $220,823 | $62,672+252.3% | $185,117+19.3% | $70,124+214.9% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 18.48% | 40.79%-22.3pp | 40.50%-22.0pp | 73.14%-54.7pp |
| Employer contribution / active EE | $5,071 | $1,753+189.3% | $4,182+21.3% | $2,342+116.5% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $13,918 | $3,932+254.0% | $8,159+70.6% | $4,645+199.6% |