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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 | $154,491 | $58,828+162.6% | $78,002+98.1% | $62,881+145.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 14.22% | 17.16%-2.9pp | 425.99%-411.8pp | 20.14%-5.9pp |
| Employer contribution / active EE | $7,422 | $1,672+344.0% | $2,470+200.5% | $2,281+225.4% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,468 | $4,393+161.0% | $5,481+109.2% | $4,296+167.0% |