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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 | $218,229 | $69,248+215.1% | $64,101+240.4% | $139,466+56.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.70% | 45.95%-31.3pp | 33.72%-19.0pp | 373.66%-359.0pp |
| Employer contribution / active EE | $14,317 | $3,185+349.5% | $2,749+420.9% | $4,754+201.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $25,200 | $4,247+493.3% | $3,070+720.8% | $11,409+120.9% |