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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 | $247,526 | $43,483+469.3% | $54,726+352.3% | $64,181+285.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 79.1%+20.9pp | 69.6%+30.4pp |
| Annual return | 62.15% | -1.03%+63.2pp | -4.56%+66.7pp | 7.63%+54.5pp |
| Employer contribution / active EE | $12,894 | $2,632+389.9% | $3,449+273.8% | $2,381+441.6% |
| Participant deferral / active EE | $0 | $3,102-100.0% | $3,953-100.0% | $3,470-100.0% |
| Admin fee / account holder | $19,316 | $4,250+354.5% | $3,818+406.0% | $4,887+295.2% |