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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 | $213,805 | $154,209+38.6% | $130,062+64.4% | $139,487+53.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.23% | 32.52%-17.3pp | -137.37%+152.6pp | 373.84%-358.6pp |
| Employer contribution / active EE | $13,750 | $5,292+159.8% | $4,322+218.1% | $4,755+189.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $31,351 | $13,988+124.1% | $10,601+195.7% | $11,407+174.8% |