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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 | $227,621 | $105,284+116.2% | $150,734+51.0% | $94,015+142.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 13.58% | 15.67%-2.1pp | 600.81%-587.2pp | 17.84%-4.3pp |
| Employer contribution / active EE | $19,008 | $3,599+428.2% | $4,918+286.5% | $2,790+581.3% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $21,531 | $9,839+118.8% | $14,905+44.5% | $8,951+140.5% |