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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 | $233,383 | $127,779+82.6% | $106,551+119.0% | $167,518+39.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.31% | 33.87%-19.6pp | 26.80%-12.5pp | 478.71%-464.4pp |
| Employer contribution / active EE | $5,261 | $3,427+53.5% | $2,819+86.6% | $4,838+8.7% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19,699 | $11,228+75.4% | $7,408+165.9% | $12,312+60.0% |