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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 | $234,253 | $78,682+197.7% | $109,188+114.5% | $85,851+172.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 23.23% | 25.09%-1.9pp | 25.76%-2.5pp | 318.63%-295.4pp |
| Employer contribution / active EE | $21,154 | $2,734+673.8% | $3,723+468.2% | $2,565+724.6% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $14,946 | $5,470+173.3% | $6,755+121.3% | $6,261+138.7% |