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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 | $241,689 | $85,024+184.3% | $70,544+242.6% | $139,466+73.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 18.33% | 30.39%-12.1pp | 32.79%-14.5pp | 373.66%-355.3pp |
| Employer contribution / active EE | $11,250 | $3,912+187.6% | $2,976+278.1% | $4,754+136.6% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,712-100.0% |
| Admin fee / account holder | $41,529 | $8,928+365.1% | $6,427+546.2% | $11,409+264.0% |