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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 | $209,498 | $101,795+105.8% | $165,100+26.9% | $80,959+158.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 24.18% | 16.73%+7.4pp | 70.21%-46.0pp | 35.67%-11.5pp |
| Employer contribution / active EE | $15,792 | $2,954+434.7% | $4,348+263.2% | $2,757+472.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $38,553 | $8,221+368.9% | $12,696+203.7% | $6,925+456.7% |