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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 | $200,190 | $127,790+56.7% | $106,555+87.9% | $167,536+19.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 28.13% | 33.88%-5.7pp | 26.80%+1.3pp | 478.82%-450.7pp |
| Employer contribution / active EE | $4,570 | $3,428+33.3% | $2,819+62.1% | $4,839-5.6% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,399-100.0% | $6,342-100.0% |
| Admin fee / account holder | $100,728 | $11,229+797.0% | $7,408+1259.7% | $12,315+718.0% |