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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 | $186,841 | $101,618+83.9% | $93,063+100.8% | $137,256+36.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.46% | 223.95%-207.5pp | 34.15%-17.7pp | 220.34%-203.9pp |
| Employer contribution / active EE | $31,559 | $2,707+1065.8% | $2,476+1174.5% | $4,156+659.3% |
| Participant deferral / active EE | $13,405 | $4,279+213.3% | $3,958+238.7% | $6,407+109.2% |
| Admin fee / account holder | $289,790 | $6,198+4575.2% | $6,033+4703.2% | $12,270+2261.7% |