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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 | $221,703 | $117,829+88.2% | $102,423+116.5% | $145,877+52.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.47% | 31.83%-9.4pp | 29.42%-6.9pp | 551.28%-528.8pp |
| Employer contribution / active EE | $17,188 | $3,615+375.5% | $3,023+468.6% | $4,663+268.6% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $4,619 | $13,335-65.4% | $9,455-51.1% | $13,402-65.5% |