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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 | $240,861 | $124,330+93.7% | $109,173+120.6% | $167,536+43.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.98% | 26.04%-6.1pp | 25.75%-5.8pp | 478.82%-458.8pp |
| Employer contribution / active EE | $22,700 | $4,209+439.3% | $3,723+509.7% | $4,839+369.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $31,858 | $7,974+299.5% | $6,755+371.6% | $12,315+158.7% |