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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 | $242,838 | $165,939+46.3% | $122,354+98.5% | $147,586+64.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 9.40% | 34.56%-25.2pp | 30.28%-20.9pp | 578.59%-569.2pp |
| Employer contribution / active EE | $28,672 | $5,754+398.3% | $4,051+607.8% | $4,876+488.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,524 | $7,425-66.0% | $5,479-53.9% | $10,886-76.8% |