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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 | $227,930 | $79,449+186.9% | $189,597+20.2% | $85,851+165.5% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 52.30% | 18.45%+33.9pp | 64.20%-11.9pp | 318.63%-266.3pp |
| Employer contribution / active EE | $19,857 | $2,081+854.2% | $4,412+350.0% | $2,565+674.0% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $10,697 | $5,377+98.9% | $9,807+9.1% | $6,261+70.9% |