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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 | $223,543 | $147,556+51.5% | $129,031+73.2% | $198,609+12.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 8.02% | 37.41%-29.4pp | 34.67%-26.6pp | 202.70%-194.7pp |
| Employer contribution / active EE | $13,333 | $3,645+265.8% | $3,226+313.3% | $5,055+163.7% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $919,715 | $15,467+5846.2% | $13,208+6863.3% | $19,030+4732.9% |