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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 | $207,580 | $72,404+186.7% | $110,243+88.3% | $64,173+223.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 29.72% | -6.29%+36.0pp | 314.76%-285.0pp | 7.63%+22.1pp |
| Employer contribution / active EE | $22,989 | $2,282+907.6% | $3,827+500.7% | $2,381+865.6% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $26,989 | $5,664+376.5% | $8,548+215.7% | $4,887+452.2% |