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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 | $41,390 | $183,627-77.5% | $155,602-73.4% | $145,978-71.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.56% | 61.32%-39.8pp | 64.81%-43.2pp | 550.52%-529.0pp |
| Employer contribution / active EE | $16,478 | $5,316+210.0% | $4,675+252.5% | $4,662+253.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $89,388 | $19,327+362.5% | $15,923+461.4% | $13,400+567.1% |