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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 | $107,809+107.3% | $97,032+130.4% | $155,188+44.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 8.02% | 38.06%-30.0pp | 35.38%-27.4pp | 148.84%-140.8pp |
| Employer contribution / active EE | $13,333 | $2,911+358.0% | $2,629+407.2% | $4,248+213.9% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $919,715 | $10,717+8481.6% | $9,418+9665.9% | $14,480+6251.7% |