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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 | $231,528 | $183,539+26.1% | $155,556+48.8% | $145,897+58.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.50% | 61.31%-51.8pp | 64.84%-55.3pp | 552.29%-542.8pp |
| Employer contribution / active EE | $16,071 | $5,315+202.4% | $4,675+243.7% | $4,663+244.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $586,009 | $19,275+2940.3% | $15,885+3589.1% | $13,390+4276.3% |