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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 | $198,300 | $110,337+79.7% | $102,383+93.7% | $145,877+35.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.16% | 24.83%-5.7pp | 24.94%-5.8pp | 551.28%-532.1pp |
| Employer contribution / active EE | $15,387 | $4,216+265.0% | $3,870+297.6% | $4,663+230.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $87,910 | $9,750+801.7% | $8,391+947.6% | $13,402+555.9% |