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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 | $213,591 | $82,678+158.3% | $125,391+70.3% | $68,490+211.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | 28.80% | -5.97%+34.8pp | 572.41%-543.6pp | -7.85%+36.7pp |
| Employer contribution / active EE | $23,576 | $3,382+597.1% | $4,816+389.6% | $2,597+807.9% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $15,609 | $6,277+148.7% | $10,009+56.0% | $5,403+188.9% |