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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 | $236,691 | $124,351+90.3% | $109,188+116.8% | $167,553+41.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 19.98% | 26.04%-6.1pp | 25.76%-5.8pp | 478.89%-458.9pp |
| Employer contribution / active EE | $23,548 | $4,210+459.4% | $3,723+532.5% | $4,840+386.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $6,152 | $7,975-22.9% | $6,755-8.9% | $12,316-50.0% |