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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 | $213,524 | $77,814+174.4% | $158,223+35.0% | $86,983+145.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.84% | 30.54%-13.7pp | 52.09%-35.2pp | 25.83%-9.0pp |
| Employer contribution / active EE | $12,058 | $2,592+365.2% | $4,109+193.5% | $2,584+366.6% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $14,148 | $5,879+140.6% | $16,047-11.8% | $7,856+80.1% |