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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 | $185,905 | $63,346+193.5% | $92,240+101.5% | $70,126+165.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.17% | 530.19%-514.0pp | 176.29%-160.1pp | 73.15%-57.0pp |
| Employer contribution / active EE | $14,372 | $2,471+481.6% | $3,680+290.6% | $2,343+513.5% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $457 | $3,841-88.1% | $5,194-91.2% | $4,645-90.2% |