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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 | $242,918 | $56,544+329.6% | $75,501+221.7% | $70,126+246.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 48.25% | 23.59%+24.7pp | 27.35%+20.9pp | 73.15%-24.9pp |
| Employer contribution / active EE | $8,583 | $1,817+372.5% | $2,352+265.0% | $2,343+266.4% |
| Participant deferral / active EE | $0 | $2,580-100.0% | $3,142-100.0% | $3,332-100.0% |
| Admin fee / account holder | $11,745 | $3,827+206.9% | $5,801+102.5% | $4,645+152.8% |