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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 | $243,131 | $149,778+62.3% | $118,946+104.4% | $158,950+53.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 21.39% | 19.95%+1.4pp | 35.89%-14.5pp | 302.91%-281.5pp |
| Employer contribution / active EE | $20,684 | $4,117+402.4% | $3,263+533.8% | $4,762+334.4% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,494 | $8,604-71.0% | $6,581-62.1% | $11,248-77.8% |