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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 | $150,707 | $89,370+68.6% | $141,197+6.7% | $72,976+106.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.76% | 111.88%-87.1pp | 71.41%-46.6pp | 81.02%-56.3pp |
| Employer contribution / active EE | $7,908 | $3,115+153.9% | $4,736+67.0% | $2,440+224.1% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,906 | $5,957-51.2% | $10,265-71.7% | $5,124-43.3% |