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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 | $223,501 | $85,169+162.4% | $172,755+29.4% | $72,983+206.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 23.83% | 27.32%-3.5pp | 802.94%-779.1pp | 81.01%-57.2pp |
| Employer contribution / active EE | $44,193 | $3,324+1229.6% | $5,144+759.1% | $2,440+1711.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,809 | $5,880-69.2% | $13,955-87.0% | $5,124-64.7% |