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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 | $96,731+54.4% | $123,973+20.5% | $86,983+71.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 25.97% | 17.33%+8.6pp | 388.13%-362.2pp | 25.83%+0.1pp |
| Employer contribution / active EE | $6,572 | $3,297+99.3% | $4,126+59.3% | $2,584+154.3% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $29,073 | $8,722+233.3% | $11,799+146.4% | $7,856+270.1% |