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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 | $209,845 | $58,311+259.9% | $81,882+156.3% | $80,959+159.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 12.35% | 41.85%-29.5pp | 779.47%-767.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $18,636 | $2,347+694.1% | $2,916+539.1% | $2,757+575.9% |
| Participant deferral / active EE | $0 | $3,287-100.0% | $4,323-100.0% | $4,300-100.0% |
| Admin fee / account holder | $7,954 | $4,752+67.4% | $7,360+8.1% | $6,925+14.9% |