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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 | $200,463 | $104,251+92.3% | $91,004+120.3% | $147,586+35.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 40.62% | 27.06%+13.6pp | 4.60%+36.0pp | 578.59%-538.0pp |
| Employer contribution / active EE | $24,566 | $3,116+688.5% | $2,456+900.4% | $4,876+403.8% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,560 | $8,948-71.4% | $5,417-52.8% | $10,886-76.5% |