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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 | $221,613 | $85,766+158.4% | $136,298+62.6% | $70,126+216.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 24.55% | 31.46%-6.9pp | 5156.27%-5131.7pp | 73.15%-48.6pp |
| Employer contribution / active EE | $12,500 | $2,966+321.4% | $4,696+166.2% | $2,343+433.6% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,325 | $5,421-20.2% | $9,244-53.2% | $4,645-6.9% |