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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 | $149,348 | $88,672+68.4% | $105,223+41.9% | $82,448+81.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 25.97% | 30.86%-4.9pp | 180.65%-154.7pp | 41.64%-15.7pp |
| Employer contribution / active EE | $6,572 | $3,048+115.6% | $3,689+78.2% | $2,551+157.6% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $29,073 | $7,146+306.8% | $8,859+228.2% | $7,234+301.9% |