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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 | $249,474 | $104,953+137.7% | $84,637+194.8% | $152,909+63.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 15.96% | 373.94%-358.0pp | 258.82%-242.9pp | 345.46%-329.5pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,500 | $4,691+123.9% | $3,900+169.2% | $5,851+79.4% |
| Admin fee / account holder | $7,821 | $6,244+25.3% | $4,914+59.2% | $11,601-32.6% |