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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 | $114,426 | $92,219+24.1% | $76,768+49.1% | $135,379-15.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 3.69% | 5.46%-1.8pp | 2.43%+1.3pp | 519.79%-516.1pp |
| Employer contribution / active EE | $18,750 | $3,216+483.1% | $2,485+654.5% | $4,779+292.3% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16,114 | $10,749+49.9% | $6,675+141.4% | $10,828+48.8% |