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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 | $144,409 | $65,440+120.7% | $98,506+46.6% | $85,851+68.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 35.47% | 21.75%+13.7pp | 1494.92%-1459.5pp | 318.63%-283.2pp |
| Employer contribution / active EE | $11,806 | $2,169+444.3% | $2,961+298.7% | $2,565+360.2% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,277-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,461 | $4,596+84.1% | $5,955+42.1% | $6,261+35.1% |