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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 | $147,307 | $65,367+125.4% | $92,915+58.5% | $72,976+101.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.52% | 42.11%-20.6pp | 109.45%-87.9pp | 81.02%-59.5pp |
| Employer contribution / active EE | $14,603 | $2,594+463.0% | $3,653+299.7% | $2,440+498.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $24,295 | $4,251+471.4% | $5,796+319.2% | $5,124+374.1% |