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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 | $208,835 | $49,897+318.5% | $80,648+158.9% | $75,177+177.8% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 15.37% | 34.68%-19.3pp | 937.21%-921.8pp | 160.75%-145.4pp |
| Employer contribution / active EE | $9,537 | $1,699+461.4% | $2,724+250.2% | $2,671+257.1% |
| Participant deferral / active EE | $9,408 | $2,992+214.4% | $4,443+111.7% | $4,126+128.0% |
| Admin fee / account holder | $6,739 | $3,579+88.3% | $5,382+25.2% | $5,651+19.2% |