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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 | $237,139 | $89,370+165.3% | $141,197+67.9% | $72,976+225.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 29.01% | 111.88%-82.9pp | 71.41%-42.4pp | 81.02%-52.0pp |
| Employer contribution / active EE | $1,591 | $3,115-48.9% | $4,736-66.4% | $2,440-34.8% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $17,651 | $5,957+196.3% | $10,265+72.0% | $5,124+244.5% |