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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 | $238,762 | $157,296+51.8% | $141,191+69.1% | $152,897+56.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.89% | 64.34%-49.4pp | 71.41%-56.5pp | 345.43%-330.5pp |
| Employer contribution / active EE | $29,679 | $5,262+464.0% | $4,736+526.7% | $4,764+523.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $103,080 | $12,125+750.2% | $10,264+904.3% | $11,599+788.7% |