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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 | $172,702 | $98,776+74.8% | $149,745+15.3% | $79,856+116.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 24.56% | 27.38%-2.8pp | 276.72%-252.2pp | 31.71%-7.2pp |
| Employer contribution / active EE | $20,583 | $3,217+539.8% | $4,646+343.1% | $2,471+732.9% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,888 | $6,053-35.8% | $9,312-58.3% | $5,306-26.7% |