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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 | $193,518 | $39,798+386.2% | $67,704+185.8% | $59,633+224.5% |
| Participation rate | 100.0% | 57.4%+42.6pp | 67.5%+32.5pp | 68.7%+31.3pp |
| Annual return | 27.02% | 89.94%-62.9pp | 25.41%+1.6pp | 2041.45%-2014.4pp |
| Employer contribution / active EE | $11,057 | $1,393+693.8% | $2,559+332.0% | $2,203+402.0% |
| Participant deferral / active EE | $0 | $2,335-100.0% | $3,585-100.0% | $3,192-100.0% |
| Admin fee / account holder | $18,127 | $3,212+464.4% | $4,255+326.0% | $4,297+321.9% |