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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 | $144,106 | $77,670+85.5% | $125,529+14.8% | $65,306+120.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 74.7%+25.3pp | 57.7%+42.3pp |
| Annual return | 13.93% | 15.16%-1.2pp | 202.56%-188.6pp | 21.94%-8.0pp |
| Employer contribution / active EE | $14,151 | $2,099+574.1% | $3,058+362.8% | $1,967+619.3% |
| Participant deferral / active EE | $0 | $3,095-100.0% | $4,813-100.0% | $2,959-100.0% |
| Admin fee / account holder | $20,732 | $3,598+476.3% | $16,298+27.2% | $3,480+495.8% |