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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 | $204,167 | $78,707+159.4% | $117,861+73.2% | $70,126+191.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.40% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $8,776 | $2,223+294.7% | $3,786+131.8% | $2,343+274.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $19,678 | $5,066+288.5% | $8,021+145.3% | $4,645+323.6% |