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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 | $217,933 | $65,367+233.4% | $92,915+134.6% | $72,976+198.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 60.20% | 42.11%+18.1pp | 109.45%-49.2pp | 81.02%-20.8pp |
| Employer contribution / active EE | $15,110 | $2,594+482.5% | $3,653+313.6% | $2,440+519.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,900 | $4,251-55.3% | $5,796-67.2% | $5,124-62.9% |