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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 | $222,613 | $89,370+149.1% | $141,197+57.7% | $72,976+205.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.20% | 111.88%-91.7pp | 71.41%-51.2pp | 81.02%-60.8pp |
| Employer contribution / active EE | $10,414 | $3,115+234.3% | $4,736+119.9% | $2,440+326.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $12,159 | $5,957+104.1% | $10,265+18.5% | $5,124+137.3% |