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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 | $239,802 | $149,778+60.1% | $118,946+101.6% | $158,966+50.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.27% | 19.95%-6.7pp | 35.89%-22.6pp | 302.95%-289.7pp |
| Employer contribution / active EE | $9,375 | $4,117+127.7% | $3,263+187.3% | $4,762+96.9% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $53,094 | $8,604+517.1% | $6,581+706.8% | $11,250+371.9% |