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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 | $153,723 | $65,367+135.2% | $92,915+65.4% | $72,976+110.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 26.82% | 42.11%-15.3pp | 109.45%-82.6pp | 81.02%-54.2pp |
| Employer contribution / active EE | $11,846 | $2,594+356.7% | $3,653+224.2% | $2,440+385.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,976 | $4,251+111.1% | $5,796+54.9% | $5,124+75.2% |