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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 | $239,177 | $68,097+251.2% | $62,929+280.1% | $137,256+74.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 13.86% | 1859.11%-1845.3pp | 1063.93%-1050.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $14,345 | $2,811+410.3% | $2,505+472.8% | $4,156+245.2% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $25,200 | $6,521+286.4% | $5,065+397.6% | $12,270+105.4% |