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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 | $153,339 | $53,128+188.6% | $86,581+77.1% | $70,124+118.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.43% | 27.66%-10.2pp | 965.06%-947.6pp | 73.14%-55.7pp |
| Employer contribution / active EE | $24,903 | $2,068+1104.2% | $2,840+777.0% | $2,342+963.1% |
| Participant deferral / active EE | $6,023 | $2,695+123.5% | $3,609+66.9% | $3,332+80.8% |
| Admin fee / account holder | $2,030 | $3,584-43.4% | $4,904-58.6% | $4,645-56.3% |