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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 | $187,213 | $134,001+39.7% | $112,258+66.8% | $134,509+39.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 14.10% | 47.15%-33.1pp | 27.47%-13.4pp | 418.13%-404.0pp |
| Employer contribution / active EE | $38,684 | $4,039+857.7% | $3,636+964.0% | $4,741+716.0% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $630,680 | $7,491+8319.5% | $6,411+9736.9% | $11,427+5419.4% |