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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 | $202,648 | $171,492+18.2% | $150,734+34.4% | $198,609+2.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 16.27% | 804.70%-788.4pp | 600.81%-584.5pp | 202.70%-186.4pp |
| Employer contribution / active EE | $18,464 | $5,470+237.6% | $4,918+275.4% | $5,055+265.2% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $1,339 | $17,628-92.4% | $14,905-91.0% | $19,030-93.0% |