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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 | $105,284+41.9% | $150,734-0.9% | $94,015+58.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 25.97% | 15.67%+10.3pp | 600.81%-574.8pp | 17.84%+8.1pp |
| Employer contribution / active EE | $6,572 | $3,599+82.6% | $4,918+33.6% | $2,790+135.5% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $29,073 | $9,839+195.5% | $14,905+95.0% | $8,951+224.8% |